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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 | $131,299 | $112,935+16.3% | $90,970+44.3% | $158,966-17.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 10.18% | 215.79%-205.6pp | 134.58%-124.4pp | 302.95%-292.8pp |
| Employer contribution / active EE | $3,852 | $2,895+33.1% | $2,122+81.5% | $4,762-19.1% |
| Participant deferral / active EE | $0 | $4,129-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,990 | $8,045-75.3% | $5,960-66.6% | $11,250-82.3% |