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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 | $143,792 | $90,486+58.9% | $78,676+82.8% | $273,972-47.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 3.55% | 75.62%-72.1pp | 62.19%-58.6pp | 41.46%-37.9pp |
| Employer contribution / active EE | $10,210 | $3,175+221.6% | $2,850+258.2% | $4,869+109.7% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,669 | $5,263-68.3% | $4,510-63.0% | $10,133-83.5% |