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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 | $222,253 | $157,304+41.3% | $141,197+57.4% | $152,909+45.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.89% | 64.34%-46.5pp | 71.41%-53.5pp | 345.46%-327.6pp |
| Employer contribution / active EE | $2,541 | $5,263-51.7% | $4,736-46.3% | $4,764-46.7% |
| Participant deferral / active EE | $5,810 | $7,111-18.3% | $6,710-13.4% | $5,851-0.7% |
| Admin fee / account holder | $7,062 | $12,126-41.8% | $10,265-31.2% | $11,601-39.1% |