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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 | $178,958 | $99,652+79.6% | $78,778+127.2% | $147,586+21.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 9.56% | 47.28%-37.7pp | 35.62%-26.1pp | 578.59%-569.0pp |
| Employer contribution / active EE | $7,286 | $2,796+160.6% | $1,986+266.9% | $4,876+49.4% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $718 | $7,155-90.0% | $5,134-86.0% | $10,886-93.4% |