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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 | $161,857 | $105,200+53.9% | $159,474+1.5% | $85,847+88.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.22% | 45.08%-31.9pp | 263.68%-250.5pp | 318.61%-305.4pp |
| Employer contribution / active EE | $14,313 | $3,319+331.3% | $4,831+196.3% | $2,565+457.9% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,090 | $6,934-55.4% | $10,802-71.4% | $6,261-50.6% |