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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 | $164,003 | $91,037+80.2% | $71,671+128.8% | $147,585+11.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 12.49% | 20.48%-8.0pp | 20.65%-8.2pp | 578.57%-566.1pp |
| Employer contribution / active EE | $12,450 | $3,327+274.2% | $2,460+406.1% | $4,876+155.3% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $3,438-100.0% | $5,439-100.0% |
| Admin fee / account holder | $35,800 | $8,613+315.7% | $5,558+544.1% | $10,885+228.9% |