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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 | $179,256 | $99,652+79.9% | $78,778+127.5% | $147,585+21.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 17.92% | 47.28%-29.4pp | 35.62%-17.7pp | 578.57%-560.6pp |
| Employer contribution / active EE | $9,189 | $2,796+228.7% | $1,986+362.8% | $4,876+88.4% |
| Participant deferral / active EE | $1,651 | $3,664-54.9% | $2,958-44.2% | $5,439-69.6% |
| Admin fee / account holder | $2,093 | $7,155-70.7% | $5,134-59.2% | $10,885-80.8% |