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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 | $133,826 | $75,832+76.5% | $147,617-9.3% | $59,633+124.4% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 37.09% | 0.37%+36.7pp | 61.98%-24.9pp | 2041.45%-2004.4pp |
| Employer contribution / active EE | $1,981 | $3,485-43.1% | $5,564-64.4% | $2,203-10.1% |
| Participant deferral / active EE | $5,395 | $3,131+72.3% | $4,895+10.2% | $3,192+69.0% |
| Admin fee / account holder | $4,198 | $5,986-29.9% | $11,612-63.8% | $4,297-2.3% |