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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 | $133,748 | $136,214-1.8% | $98,775+35.4% | $167,536-20.2% |
| Participation rate | 100.0% | 70.2%+29.8pp | 65.7%+34.3pp | 82.1%+17.9pp |
| Annual return | 12.18% | 67.53%-55.4pp | 49.92%-37.7pp | 478.82%-466.6pp |
| Employer contribution / active EE | $3,193 | $2,631+21.3% | $2,067+54.4% | $4,839-34.0% |
| Participant deferral / active EE | $0 | $3,716-100.0% | $3,035-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,858 | $5,031-63.1% | $4,076-54.4% | $12,315-84.9% |