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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 | $132,623 | $73,978+79.3% | $96,515+37.4% | $75,173+76.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 54.03% | 26.72%+27.3pp | 35.73%+18.3pp | 160.72%-106.7pp |
| Employer contribution / active EE | $8,937 | $2,931+204.9% | $3,740+139.0% | $2,671+234.6% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $10,106 | $5,219+93.7% | $6,735+50.0% | $5,651+78.9% |