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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 | $64,650 | $107,368-39.8% | $92,915-30.4% | $152,909-57.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 16.51% | 145.64%-129.1pp | 109.45%-92.9pp | 345.46%-328.9pp |
| Employer contribution / active EE | $12,500 | $4,222+196.0% | $3,653+242.1% | $4,764+162.4% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $496 | $7,082-93.0% | $5,796-91.4% | $11,601-95.7% |