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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 | $145,366 | $232,540-37.5% | $185,117-21.5% | $147,586-1.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 14.57% | 43.03%-28.5pp | 40.50%-25.9pp | 578.59%-564.0pp |
| Employer contribution / active EE | $13,398 | $5,195+157.9% | $4,182+220.4% | $4,876+174.7% |
| Participant deferral / active EE | $10,838 | $5,834+85.8% | $5,045+114.8% | $5,439+99.3% |
| Admin fee / account holder | $5,087 | $10,275-50.5% | $8,159-37.7% | $10,886-53.3% |