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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 | $191,414 | $115,796+65.3% | $101,264+89.0% | $158,950+20.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.09% | 56.15%-45.1pp | 46.48%-35.4pp | 302.91%-291.8pp |
| Employer contribution / active EE | $26,400 | $4,175+532.3% | $3,660+621.3% | $4,762+454.4% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $17,075 | $7,247+135.6% | $5,947+187.1% | $11,248+51.8% |