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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 | $249,011 | $111,535+123.3% | $105,223+136.6% | $137,256+81.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.19% | 237.85%-224.7pp | 180.65%-167.5pp | 220.34%-207.2pp |
| Employer contribution / active EE | $8,483 | $3,939+115.3% | $3,689+130.0% | $4,156+104.1% |
| Participant deferral / active EE | $9,204 | $5,500+67.4% | $5,072+81.5% | $6,407+43.7% |
| Admin fee / account holder | $1,346 | $9,721-86.2% | $8,859-84.8% | $12,270-89.0% |