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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 | $158,647 | $118,877+33.5% | $96,570+64.3% | $167,536-5.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 10.26% | 50.50%-40.2pp | 37.79%-27.5pp | 478.82%-468.6pp |
| Employer contribution / active EE | $8,125 | $3,121+160.4% | $2,357+244.7% | $4,839+67.9% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,453 | $8,069-82.0% | $6,182-76.5% | $12,315-88.2% |