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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 | $187,999 | $69,252+171.5% | $64,099+193.3% | $139,456+34.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.79% | 45.89%-33.1pp | 33.70%-20.9pp | 373.45%-360.7pp |
| Employer contribution / active EE | $9,196 | $3,184+188.8% | $2,748+234.6% | $4,753+93.5% |
| Participant deferral / active EE | $4,820 | $4,683+2.9% | $3,881+24.2% | $6,711-28.2% |
| Admin fee / account holder | $7,879 | $4,248+85.5% | $3,070+156.6% | $11,407-30.9% |