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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 | $144,092 | $112,915+27.6% | $90,965+58.4% | $158,950-9.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 21.40% | 215.75%-194.3pp | 134.57%-113.2pp | 302.91%-281.5pp |
| Employer contribution / active EE | $11,162 | $2,894+285.7% | $2,122+426.0% | $4,762+134.4% |
| Participant deferral / active EE | $2,829 | $4,128-31.5% | $3,373-16.1% | $5,983-52.7% |
| Admin fee / account holder | $1,877 | $8,044-76.7% | $5,960-68.5% | $11,248-83.3% |