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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 | $69,777 | $99,921-30.2% | $85,009-17.9% | $145,959-52.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.43% | 83.89%-69.5pp | 66.47%-52.0pp | 561.95%-547.5pp |
| Employer contribution / active EE | $17,500 | $3,233+441.3% | $2,728+541.4% | $4,661+275.5% |
| Participant deferral / active EE | $0 | $5,293-100.0% | $4,522-100.0% | $6,689-100.0% |
| Admin fee / account holder | $9,372 | $7,252+29.2% | $6,153+52.3% | $13,398-30.1% |