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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 | $174,665 | $107,368+62.7% | $92,915+88.0% | $152,909+14.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 19.60% | 145.64%-126.0pp | 109.45%-89.8pp | 345.46%-325.9pp |
| Employer contribution / active EE | $11,828 | $4,222+180.1% | $3,653+223.8% | $4,764+148.3% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,076 | $7,082-70.7% | $5,796-64.2% | $11,601-82.1% |