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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 | $169,090 | $152,619+10.8% | $125,195+35.1% | $152,909+10.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 18.65% | 54.85%-36.2pp | 43.79%-25.1pp | 345.46%-326.8pp |
| Employer contribution / active EE | $9,412 | $4,947+90.2% | $3,866+143.4% | $4,764+97.6% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,428 | $13,437-89.4% | $9,704-85.3% | $11,601-87.7% |