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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 | $133,324 | $110,801+20.3% | $86,615+53.9% | $167,536-20.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 19.43% | 116.96%-97.5pp | 63.51%-44.1pp | 478.82%-459.4pp |
| Employer contribution / active EE | $5,364 | $3,245+65.3% | $2,496+114.9% | $4,839+10.8% |
| Participant deferral / active EE | $2,822 | $4,547-37.9% | $3,699-23.7% | $6,342-55.5% |
| Admin fee / account holder | $1,832 | $8,417-78.2% | $5,830-68.6% | $12,315-85.1% |