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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 | $211,349 | $227,633-7.2% | $189,597+11.5% | $167,553+26.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 8.96% | 78.45%-69.5pp | 64.20%-55.2pp | 478.89%-469.9pp |
| Employer contribution / active EE | $13,316 | $5,317+150.5% | $4,412+201.8% | $4,840+175.2% |
| Participant deferral / active EE | $4,032 | $7,003-42.4% | $6,174-34.7% | $6,343-36.4% |
| Admin fee / account holder | $34,426 | $11,879+189.8% | $9,807+251.0% | $12,316+179.5% |