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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 | $101,820 | $132,634-23.2% | $115,768-12.0% | $137,256-25.8% |
| Participation rate | 95.8% | 77.9%+18.0pp | 74.4%+21.4pp | 80.0%+15.9pp |
| Annual return | 12.71% | 160.70%-148.0pp | 100.46%-87.7pp | 220.34%-207.6pp |
| Employer contribution / active EE | $11,250 | $3,360+234.9% | $2,940+282.7% | $4,156+170.7% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $27,108 | $15,028+80.4% | $12,439+117.9% | $12,270+120.9% |