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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 | $130,826 | $69,248+88.9% | $64,101+104.1% | $139,466-6.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.78% | 45.95%-30.2pp | 33.72%-17.9pp | 373.66%-357.9pp |
| Employer contribution / active EE | $10,996 | $3,185+245.3% | $2,749+300.1% | $4,754+131.3% |
| Participant deferral / active EE | $7,530 | $4,682+60.8% | $3,881+94.0% | $6,712+12.2% |
| Admin fee / account holder | $20,980 | $4,247+393.9% | $3,070+583.3% | $11,409+83.9% |