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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 | $222,400 | $115,796+92.1% | $101,264+119.6% | $158,950+39.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.04% | 56.15%-45.1pp | 46.48%-35.4pp | 302.91%-291.9pp |
| Employer contribution / active EE | $12,857 | $4,175+207.9% | $3,660+251.3% | $4,762+170.0% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $25,777 | $7,247+255.7% | $5,947+333.5% | $11,248+129.2% |