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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 | $101,439 | $111,785-9.3% | $93,669+8.3% | $145,877-30.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.89% | 203.79%-192.9pp | 133.59%-122.7pp | 551.28%-540.4pp |
| Employer contribution / active EE | $10,642 | $3,096+243.8% | $2,424+339.1% | $4,663+128.2% |
| Participant deferral / active EE | $9,069 | $4,919+84.4% | $4,416+105.4% | $6,691+35.5% |
| Admin fee / account holder | $757 | $10,256-92.6% | $8,291-90.9% | $13,402-94.4% |