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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 | $158,544 | $90,486+75.2% | $78,676+101.5% | $273,972-42.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.10% | 75.62%-65.5pp | 62.19%-52.1pp | 41.46%-31.4pp |
| Employer contribution / active EE | $18,763 | $3,175+491.0% | $2,850+558.4% | $4,869+285.4% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $8,508 | $5,263+61.7% | $4,510+88.7% | $10,133-16.0% |