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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 | $233,543 | $115,810+101.7% | $101,271+130.6% | $158,966+46.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.74% | 56.15%-37.4pp | 46.48%-27.7pp | 302.95%-284.2pp |
| Employer contribution / active EE | $6,091 | $4,175+45.9% | $3,660+66.4% | $4,762+27.9% |
| Participant deferral / active EE | $3,055 | $4,958-38.4% | $4,371-30.1% | $5,983-48.9% |
| Admin fee / account holder | $16,851 | $7,248+132.5% | $5,948+183.3% | $11,250+49.8% |