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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 | $162,149 | $73,988+119.2% | $96,538+68.0% | $75,177+115.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 51.34% | 26.73%+24.6pp | 35.74%+15.6pp | 160.75%-109.4pp |
| Employer contribution / active EE | $10,132 | $2,930+245.8% | $3,740+170.9% | $2,671+279.3% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,354 | $5,220-16.6% | $6,737-35.4% | $5,651-23.0% |