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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 | $165,946 | $78,694+110.9% | $67,652+145.3% | $125,389+32.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 1.21% | 9.46%-8.2pp | 6625.40%-6624.2pp | 282.24%-281.0pp |
| Employer contribution / active EE | $3,833 | $3,044+25.9% | $2,266+69.2% | $4,866-21.2% |
| Participant deferral / active EE | $4,957 | $4,292+15.5% | $3,560+39.2% | $5,352-7.4% |
| Admin fee / account holder | $3,409 | $7,403-54.0% | $4,821-29.3% | $9,541-64.3% |