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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 | $62,942 | $58,234+8.1% | $81,783-23.0% | $80,874-22.2% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 25.57% | 41.70%-16.1pp | 775.05%-749.5pp | 35.62%-10.0pp |
| Employer contribution / active EE | $10,448 | $2,341+346.2% | $2,913+258.7% | $2,756+279.2% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,320-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,161 | $4,982-76.7% | $7,380-84.3% | $6,935-83.3% |