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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,765 | $111,878+66.0% | $93,727+98.2% | $145,897+27.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.04% | 204.28%-192.2pp | 133.83%-121.8pp | 552.29%-540.2pp |
| Employer contribution / active EE | $34,342 | $3,092+1010.6% | $2,421+1318.3% | $4,663+636.5% |
| Participant deferral / active EE | $12,333 | $4,920+150.7% | $4,417+179.2% | $6,689+84.4% |
| Admin fee / account holder | $1,754 | $10,256-82.9% | $8,292-78.8% | $13,390-86.9% |