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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 | $217,127 | $96,491+125.0% | $75,894+186.1% | $152,885+42.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 23.67% | 33.98%-10.3pp | 30.76%-7.1pp | 345.39%-321.7pp |
| Employer contribution / active EE | $15,201 | $3,310+359.3% | $2,501+507.9% | $4,763+219.1% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,652 | $8,079-79.6% | $5,420-69.5% | $11,598-85.8% |