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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 | $104,368 | $99,079+5.3% | $78,002+33.8% | $273,972-61.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 44.97% | 217.93%-173.0pp | 425.99%-381.0pp | 41.46%+3.5pp |
| Employer contribution / active EE | $11,359 | $3,308+243.4% | $2,470+359.8% | $4,869+133.3% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,166 | $8,954-75.8% | $5,481-60.5% | $10,133-78.6% |