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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 | $155,952 | $95,406+63.5% | $185,849-16.1% | $85,847+81.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.41% | 23.59%-11.2pp | 122.10%-109.7pp | 318.61%-306.2pp |
| Employer contribution / active EE | $9,929 | $3,314+199.6% | $5,169+92.1% | $2,565+287.0% |
| Participant deferral / active EE | $0 | $3,424-100.0% | $5,569-100.0% | $3,952-100.0% |
| Admin fee / account holder | $46,859 | $7,214+549.5% | $16,244+188.5% | $6,261+648.5% |