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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 | $96,705 | $208,088-53.5% | $186,193-48.1% | $154,746-37.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 14.23% | 89.97%-75.7pp | 78.03%-63.8pp | 172.34%-158.1pp |
| Employer contribution / active EE | $12,625 | $4,340+190.9% | $3,918+222.2% | $4,379+188.3% |
| Participant deferral / active EE | $23,500 | $7,078+232.0% | $6,513+260.8% | $6,730+249.2% |
| Admin fee / account holder | $1,067 | $11,698-90.9% | $11,058-90.4% | $14,365-92.6% |