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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 | $177,441 | $101,618+74.6% | $93,063+90.7% | $137,256+29.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 33.25% | 223.95%-190.7pp | 34.15%-0.9pp | 220.34%-187.1pp |
| Employer contribution / active EE | $9,111 | $2,707+236.6% | $2,476+268.0% | $4,156+119.2% |
| Participant deferral / active EE | $4,049 | $4,279-5.4% | $3,958+2.3% | $6,407-36.8% |
| Admin fee / account holder | $9,158 | $6,198+47.7% | $6,033+51.8% | $12,270-25.4% |