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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 | $188,049 | $103,387+81.9% | $87,102+115.9% | $152,885+23.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 20.75% | 28.10%-7.3pp | 28.19%-7.4pp | 345.39%-324.6pp |
| Employer contribution / active EE | $13,636 | $3,221+323.4% | $2,521+440.8% | $4,763+186.3% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,185 | $12,193-90.3% | $7,491-84.2% | $11,598-89.8% |