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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 | $159,703 | $118,695+34.5% | $98,916+61.5% | $158,950+0.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 7.39% | 372.39%-365.0pp | 196.45%-189.1pp | 302.91%-295.5pp |
| Employer contribution / active EE | $14,000 | $3,333+320.0% | $2,689+420.6% | $4,762+194.0% |
| Participant deferral / active EE | $5,000 | $5,088-1.7% | $4,245+17.8% | $5,983-16.4% |
| Admin fee / account holder | $520 | $10,132-94.9% | $6,642-92.2% | $11,248-95.4% |