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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 | $227,452 | $134,001+69.7% | $112,258+102.6% | $134,509+69.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.46% | 47.15%-65.6pp | 27.47%-45.9pp | 418.13%-436.6pp |
| Employer contribution / active EE | $10,309 | $4,039+155.2% | $3,636+183.6% | $4,741+117.5% |
| Participant deferral / active EE | $11,537 | $5,291+118.0% | $4,728+144.0% | $6,400+80.3% |
| Admin fee / account holder | $4,885 | $7,491-34.8% | $6,411-23.8% | $11,427-57.3% |