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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 | $153,931 | $82,678+86.2% | $125,391+22.8% | $68,490+124.7% |
| Participation rate | 97.7% | 75.1%+22.6pp | 82.4%+15.3pp | 67.9%+29.8pp |
| Annual return | 30.96% | -5.97%+36.9pp | 572.41%-541.5pp | -7.85%+38.8pp |
| Employer contribution / active EE | $6,914 | $3,382+104.4% | $4,816+43.6% | $2,597+166.2% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,610 | $6,277-58.4% | $10,009-73.9% | $5,403-51.7% |