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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 | $87,132-43.1% | $105,624-53.0% | $80,959-38.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 142.21% | 17.03%+125.2pp | 116.20%+26.0pp | 35.67%+106.5pp |
| Employer contribution / active EE | $9,656 | $2,397+302.9% | $3,168+204.8% | $2,757+250.2% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $5,806 | $8,449-31.3% | $10,961-47.0% | $6,925-16.2% |