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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 | $135,264 | $106,918+26.5% | $84,021+61.0% | $152,897-11.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 14.03% | 105.01%-91.0pp | 71.32%-57.3pp | 345.43%-331.4pp |
| Employer contribution / active EE | $6,857 | $2,735+150.7% | $1,984+245.7% | $4,764+44.0% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,716 | $8,288-55.2% | $6,102-39.1% | $11,599-68.0% |