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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 | $193,630 | $114,013+69.8% | $103,693+86.7% | $155,188+24.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 9.14% | 49.31%-40.2pp | 47.61%-38.5pp | 148.84%-139.7pp |
| Employer contribution / active EE | $5,556 | $3,131+77.4% | $2,920+90.2% | $4,248+30.8% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,668 | $8,407-80.2% | $7,858-78.8% | $14,480-88.5% |