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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 | $134,405 | $99,652+34.9% | $78,778+70.6% | $147,586-8.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 20.36% | 47.28%-26.9pp | 35.62%-15.3pp | 578.59%-558.2pp |
| Employer contribution / active EE | $11,671 | $2,796+317.5% | $1,986+487.8% | $4,876+139.3% |
| Participant deferral / active EE | $5,364 | $3,664+46.4% | $2,958+81.3% | $5,439-1.4% |
| Admin fee / account holder | $1,651 | $7,155-76.9% | $5,134-67.8% | $10,886-84.8% |