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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 | $219,527 | $157,304+39.6% | $141,197+55.5% | $152,909+43.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.52% | 64.34%-43.8pp | 71.41%-50.9pp | 345.46%-324.9pp |
| Employer contribution / active EE | $2,256 | $5,263-57.1% | $4,736-52.4% | $4,764-52.7% |
| Participant deferral / active EE | $8,639 | $7,111+21.5% | $6,710+28.7% | $5,851+47.6% |
| Admin fee / account holder | $1,749 | $12,126-85.6% | $10,265-83.0% | $11,601-84.9% |