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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 | $121,917 | $51,638+136.1% | $68,368+78.3% | $82,448+47.9% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 15.65% | 37.53%-21.9pp | 292.57%-276.9pp | 41.64%-26.0pp |
| Employer contribution / active EE | $6,197 | $2,047+202.8% | $2,649+134.0% | $2,551+142.9% |
| Participant deferral / active EE | $7,649 | $2,914+162.5% | $4,123+85.5% | $4,139+84.8% |
| Admin fee / account holder | $592 | $4,643-87.3% | $5,150-88.5% | $7,234-91.8% |