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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 | $184,326 | $101,778+81.1% | $164,975+11.7% | $80,925+127.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 0.00% | 16.73%-16.7pp | 70.12%-70.1pp | 35.65%-35.6pp |
| Employer contribution / active EE | $17,867 | $2,954+504.9% | $4,343+311.4% | $2,756+548.2% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,299-100.0% |
| Admin fee / account holder | $801 | $8,221-90.3% | $12,688-93.7% | $6,940-88.5% |