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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 | $231,542 | $72,071+221.3% | $68,368+238.7% | $137,256+68.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.35% | 353.14%-339.8pp | 292.57%-279.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $10,376 | $2,788+272.2% | $2,649+291.7% | $4,156+149.7% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,899 | $5,336-64.4% | $5,150-63.1% | $12,270-84.5% |