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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 | $87,266 | $95,979-9.1% | $74,551+17.1% | $135,380-35.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 20.48% | 56.97%-36.5pp | 32.53%-12.1pp | 519.81%-499.3pp |
| Employer contribution / active EE | $7,143 | $2,716+163.0% | $1,961+264.2% | $4,779+49.5% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $956 | $6,522-85.3% | $5,059-81.1% | $10,828-91.2% |