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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 | $190,787 | $90,993+109.7% | - | $198,609-3.9% |
| Participation rate | 100.0% | 71.4%+28.6pp | - | 82.4%+17.6pp |
| Annual return | 12.68% | 1744.39%-1731.7pp | - | 202.70%-190.0pp |
| Employer contribution / active EE | $8,044 | $4,022+100.0% | - | $5,055+59.1% |
| Participant deferral / active EE | $5,853 | $4,008+46.0% | - | $6,977-16.1% |
| Admin fee / account holder | $341 | $6,549-94.8% | - | $19,030-98.2% |