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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 | $152,603 | $129,476+17.9% | $93,515+63.2% | $158,982-4.0% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 25.12% | 118.56%-93.4pp | 78.21%-53.1pp | 302.99%-277.9pp |
| Employer contribution / active EE | $11,003 | $2,717+305.0% | $2,077+429.7% | $4,763+131.0% |
| Participant deferral / active EE | $0 | $3,916-100.0% | $3,129-100.0% | $5,983-100.0% |
| Admin fee / account holder | $6,203 | $7,396-16.1% | $5,235+18.5% | $11,252-44.9% |