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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 | $116,468 | $118,875-2.0% | $96,572+20.6% | $167,553-30.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 23.14% | 50.50%-27.4pp | 37.79%-14.6pp | 478.89%-455.7pp |
| Employer contribution / active EE | $17,398 | $3,121+457.5% | $2,357+638.0% | $4,840+259.5% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,850-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1,243 | $8,070-84.6% | $6,183-79.9% | $12,316-89.9% |