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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 | $221,232 | $77,416+185.8% | $69,464+218.5% | $152,897+44.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 15.26% | 39.08%-23.8pp | 28.98%-13.7pp | 345.43%-330.2pp |
| Employer contribution / active EE | $13,617 | $3,315+310.8% | $2,779+389.9% | $4,764+185.9% |
| Participant deferral / active EE | $17,240 | $4,413+290.7% | $3,536+387.5% | $5,851+194.6% |
| Admin fee / account holder | $7,221 | $6,208+16.3% | $3,840+88.0% | $11,599-37.8% |