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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 | $132,671 | $106,918+24.1% | $84,021+57.9% | $152,897-13.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 21.15% | 105.01%-83.9pp | 71.32%-50.2pp | 345.43%-324.3pp |
| Employer contribution / active EE | $9,666 | $2,735+253.4% | $1,984+387.3% | $4,764+102.9% |
| Participant deferral / active EE | $4,240 | $4,012+5.7% | $3,239+30.9% | $5,851-27.5% |
| Admin fee / account holder | $51,055 | $8,288+516.0% | $6,102+736.7% | $11,599+340.1% |