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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 | $153,137 | $108,695+40.9% | $74,722+104.9% | $152,897+0.2% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 23.46% | 114.11%-90.6pp | 753.11%-729.7pp | 345.43%-322.0pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,482 | $2,712+102.1% | $1,963+179.2% | $5,851-6.3% |
| Admin fee / account holder | $1,264 | $4,906-74.2% | $3,335-62.1% | $11,599-89.1% |