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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 | $137,922 | $73,978+86.4% | $96,515+42.9% | $75,173+83.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 116.04% | 26.72%+89.3pp | 35.73%+80.3pp | 160.72%-44.7pp |
| Employer contribution / active EE | $9,319 | $2,931+218.0% | $3,740+149.2% | $2,671+248.9% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,194 | $5,219-19.6% | $6,735-37.7% | $5,651-25.8% |