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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 | $102,254 | $115,810-11.7% | $101,271+1.0% | $158,966-35.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.32% | 56.15%-41.8pp | 46.48%-32.2pp | 302.95%-288.6pp |
| Employer contribution / active EE | $15,848 | $4,175+279.6% | $3,660+333.0% | $4,762+232.8% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $743 | $7,248-89.7% | $5,948-87.5% | $11,250-93.4% |