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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 | $203,866 | $226,105-9.8% | $182,540+11.7% | $152,897+33.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 23.81% | 192.58%-168.8pp | 148.58%-124.8pp | 345.43%-321.6pp |
| Employer contribution / active EE | $2,441 | $4,978-51.0% | $4,076-40.1% | $4,764-48.8% |
| Participant deferral / active EE | $6,478 | $6,370+1.7% | $5,525+17.2% | $5,851+10.7% |
| Admin fee / account holder | $13,323 | $10,706+24.5% | $8,593+55.0% | $11,599+14.9% |