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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 | $219,549 | $118,875+84.7% | $96,572+127.3% | $167,553+31.0% |
| Participation rate | 83.3% | 75.5%+7.8pp | 69.8%+13.5pp | 82.1%+1.2pp |
| Annual return | 15.27% | 50.50%-35.2pp | 37.79%-22.5pp | 478.89%-463.6pp |
| Employer contribution / active EE | $4,178 | $3,121+33.9% | $2,357+77.2% | $4,840-13.7% |
| Participant deferral / active EE | $11,715 | $4,617+153.7% | $3,850+204.3% | $6,343+84.7% |
| Admin fee / account holder | $1,747 | $8,070-78.4% | $6,183-71.7% | $12,316-85.8% |