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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 | $101,990 | $165,912-38.5% | $122,342-16.6% | $147,585-30.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 11.99% | 34.55%-22.6pp | 30.28%-18.3pp | 578.57%-566.6pp |
| Employer contribution / active EE | $16,112 | $5,754+180.0% | $4,051+297.7% | $4,876+230.4% |
| Participant deferral / active EE | $6,000 | $4,005+49.8% | $3,287+82.5% | $5,439+10.3% |
| Admin fee / account holder | $954 | $7,424-87.1% | $5,478-82.6% | $10,885-91.2% |