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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 | $141,544 | $65,434+116.3% | $98,483+43.7% | $85,847+64.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 14.06% | 21.75%-7.7pp | 1494.38%-1480.3pp | 318.61%-304.5pp |
| Employer contribution / active EE | $13,894 | $2,169+540.6% | $2,961+369.3% | $2,565+441.6% |
| Participant deferral / active EE | $12,606 | $3,168+297.9% | $4,276+194.8% | $3,952+219.0% |
| Admin fee / account holder | $612 | $4,595-86.7% | $5,953-89.7% | $6,261-90.2% |