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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 | $127,049 | $106,280+19.5% | $96,538+31.6% | $139,487-8.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.79% | 38.48%-26.7pp | 35.74%-23.9pp | 373.84%-362.0pp |
| Employer contribution / active EE | $11,111 | $4,107+170.5% | $3,740+197.1% | $4,755+133.7% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $957 | $7,888-87.9% | $6,737-85.8% | $11,407-91.6% |