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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 | $168,770 | $81,664+106.7% | $70,476+139.5% | $158,966+6.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 7.18% | 208.59%-201.4pp | 109.12%-101.9pp | 302.95%-295.8pp |
| Employer contribution / active EE | $23,658 | $3,219+635.0% | $2,738+764.1% | $4,762+396.8% |
| Participant deferral / active EE | $7,775 | $4,556+70.6% | $3,710+109.6% | $5,983+29.9% |
| Admin fee / account holder | $371 | $6,197-94.0% | $3,847-90.3% | $11,250-96.7% |