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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 | $177,629 | $106,923+66.1% | $84,023+111.4% | $152,909+16.2% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 18.18% | 105.02%-86.8pp | 71.32%-53.1pp | 345.46%-327.3pp |
| Employer contribution / active EE | $6,756 | $2,735+147.0% | $1,984+240.6% | $4,764+41.8% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,178 | $8,289-85.8% | $6,102-80.7% | $11,601-89.8% |