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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 | $124,637 | $61,125+103.9% | $94,057+32.5% | $87,485+42.5% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 13.14% | 35.20%-22.1pp | 480.62%-467.5pp | 26.06%-12.9pp |
| Employer contribution / active EE | $4,170 | $2,136+95.2% | $2,933+42.2% | $2,596+60.6% |
| Participant deferral / active EE | $6,689 | $3,260+105.2% | $4,709+42.0% | $4,274+56.5% |
| Admin fee / account holder | $15,861 | $5,629+181.8% | $7,244+118.9% | $7,775+104.0% |