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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 | $247,624 | $100,147+147.3% | $81,286+204.6% | $145,877+69.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 20.57% | 34.44%-13.9pp | 24.80%-4.2pp | 551.28%-530.7pp |
| Employer contribution / active EE | $10,000 | $2,977+235.9% | $2,463+306.1% | $4,663+114.5% |
| Participant deferral / active EE | $0 | $4,607-100.0% | $3,883-100.0% | $6,691-100.0% |
| Admin fee / account holder | $9,878 | $8,201+20.4% | $5,764+71.4% | $13,402-26.3% |