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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 | $197,052 | $90,486+117.8% | $78,676+150.5% | $273,972-28.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.39% | 75.62%-67.2pp | 62.19%-53.8pp | 41.46%-33.1pp |
| Employer contribution / active EE | $16,191 | $3,175+409.9% | $2,850+468.1% | $4,869+232.5% |
| Participant deferral / active EE | $12,080 | $3,901+209.6% | $3,517+243.5% | $5,287+128.5% |
| Admin fee / account holder | $602 | $5,263-88.6% | $4,510-86.6% | $10,133-94.1% |