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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 | $230,271 | $110,410+108.6% | $102,437+124.8% | $145,897+57.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 20.89% | 24.85%-4.0pp | 24.95%-4.1pp | 552.29%-531.4pp |
| Employer contribution / active EE | $16,000 | $4,217+279.4% | $3,871+313.4% | $4,663+243.2% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $16,029 | $9,745+64.5% | $8,388+91.1% | $13,390+19.7% |