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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 | $194,681 | $110,337+76.4% | $102,383+90.1% | $145,877+33.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.22% | 24.83%-11.6pp | 24.94%-11.7pp | 551.28%-538.1pp |
| Employer contribution / active EE | $22,003 | $4,216+421.9% | $3,870+468.5% | $4,663+371.9% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $870 | $9,750-91.1% | $8,391-89.6% | $13,402-93.5% |