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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 | $115,661 | $49,199+135.1% | $121,204-4.6% | $75,173+53.9% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 13.89% | 56.04%-42.2pp | 987.18%-973.3pp | 160.72%-146.8pp |
| Employer contribution / active EE | $2,162 | $1,547+39.7% | $4,170-48.1% | $2,671-19.0% |
| Participant deferral / active EE | $4,729 | $2,630+79.8% | $4,083+15.8% | $4,126+14.6% |
| Admin fee / account holder | $5,598 | $3,946+41.9% | $5,651-0.9% | $5,651-0.9% |