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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 | $49,621 | $87,059-43.0% | $105,608-53.0% | $80,925-38.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 142.21% | 17.05%+125.2pp | 116.50%+25.7pp | 35.65%+106.6pp |
| Employer contribution / active EE | $9,656 | $2,396+302.9% | $3,167+204.9% | $2,756+250.3% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,010-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,806 | $8,443-31.2% | $11,028-47.3% | $6,940-16.3% |