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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 | $201,373 | $91,559+119.9% | $133,978+50.3% | $79,856+152.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 10.36% | 61.85%-51.5pp | 45.10%-34.7pp | 31.71%-21.4pp |
| Employer contribution / active EE | $4,545 | $2,384+90.7% | $3,919+16.0% | $2,471+83.9% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,255 | $6,321-48.5% | $8,930-63.6% | $5,306-38.7% |