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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 | $136,523 | $99,652+37.0% | $78,778+73.3% | $147,586-7.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 14.70% | 47.28%-32.6pp | 35.62%-20.9pp | 578.59%-563.9pp |
| Employer contribution / active EE | $3,600 | $2,796+28.8% | $1,986+81.3% | $4,876-26.2% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $983 | $7,155-86.3% | $5,134-80.9% | $10,886-91.0% |