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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 | $218,259 | $157,276+38.8% | $141,177+54.6% | $152,885+42.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.12% | 64.33%-45.2pp | 71.40%-52.3pp | 345.39%-326.3pp |
| Employer contribution / active EE | $1,876 | $5,262-64.4% | $4,736-60.4% | $4,763-60.6% |
| Participant deferral / active EE | $12,500 | $7,110+75.8% | $6,710+86.3% | $5,851+113.6% |
| Admin fee / account holder | $7,915 | $12,123-34.7% | $10,263-22.9% | $11,598-31.8% |