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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 | $166,455 | $106,918+55.7% | $84,021+98.1% | $152,897+8.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 17.02% | 105.01%-88.0pp | 71.32%-54.3pp | 345.43%-328.4pp |
| Employer contribution / active EE | $33,333 | $2,735+1118.7% | $1,984+1580.3% | $4,764+599.8% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,997 | $8,288-75.9% | $6,102-67.3% | $11,599-82.8% |