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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 | $100,707 | $106,267-5.2% | $96,520+4.3% | $139,456-27.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.64% | 38.45%-26.8pp | 35.72%-24.1pp | 373.45%-361.8pp |
| Employer contribution / active EE | $14,074 | $4,105+242.9% | $3,739+276.4% | $4,753+196.1% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1,217 | $7,882-84.6% | $6,733-81.9% | $11,407-89.3% |