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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 | $118,873 | $81,696+45.5% | $70,494+68.6% | $158,982-25.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 17.44% | 208.70%-191.3pp | 109.16%-91.7pp | 302.99%-285.6pp |
| Employer contribution / active EE | $8,764 | $3,220+172.2% | $2,738+220.1% | $4,763+84.0% |
| Participant deferral / active EE | $5,877 | $4,558+28.9% | $3,711+58.4% | $5,983-1.8% |
| Admin fee / account holder | $5,613 | $6,200-9.5% | $3,848+45.9% | $11,252-50.1% |