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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 | $213,610 | $121,677+75.6% | $104,625+104.2% | $158,966+34.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 10.95% | 465.58%-454.6pp | 340.60%-329.6pp | 302.95%-292.0pp |
| Employer contribution / active EE | $10,994 | $3,165+247.4% | $2,681+310.0% | $4,762+130.9% |
| Participant deferral / active EE | $6,804 | $4,175+63.0% | $3,738+82.0% | $5,983+13.7% |
| Admin fee / account holder | $369 | $7,777-95.3% | $6,465-94.3% | $11,250-96.7% |