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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 | $240,022 | $118,695+102.2% | $98,916+142.7% | $158,950+51.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 12.39% | 372.39%-360.0pp | 196.45%-184.1pp | 302.91%-290.5pp |
| Employer contribution / active EE | $9,444 | $3,333+183.3% | $2,689+251.2% | $4,762+98.3% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,482 | $10,132-75.5% | $6,642-62.6% | $11,248-77.9% |