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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 | $131,117 | $75,935+72.7% | $60,547+116.6% | $125,389+4.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | 54.51% | -5.38%+59.9pp | 335.64%-281.1pp | 282.24%-227.7pp |
| Employer contribution / active EE | $8,171 | $3,438+137.7% | $2,419+237.7% | $4,866+67.9% |
| Participant deferral / active EE | $0 | $4,506-100.0% | $3,328-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,590 | $6,768-47.0% | $4,536-20.9% | $9,541-62.4% |