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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 | $224,833 | $106,280+111.5% | $96,538+132.9% | $139,487+61.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 68.67% | 38.48%+30.2pp | 35.74%+32.9pp | 373.84%-305.2pp |
| Employer contribution / active EE | $10,018 | $4,107+143.9% | $3,740+167.9% | $4,755+110.7% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $4,403 | $7,888-44.2% | $6,737-34.7% | $11,407-61.4% |