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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 | $206,466 | $133,998+54.1% | $112,263+83.9% | $134,545+53.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 3.79% | 47.17%-43.4pp | 27.49%-23.7pp | 418.37%-414.6pp |
| Employer contribution / active EE | $34,500 | $4,040+753.9% | $3,636+848.8% | $4,742+627.6% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,407 | $7,493-81.2% | $6,410-78.1% | $11,431-87.7% |