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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 | $199,496 | $103,392+93.0% | $87,104+129.0% | $152,897+30.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 18.37% | 28.10%-9.7pp | 28.19%-9.8pp | 345.43%-327.1pp |
| Employer contribution / active EE | $3,873 | $3,221+20.2% | $2,521+53.6% | $4,764-18.7% |
| Participant deferral / active EE | $4,321 | $4,778-9.6% | $4,048+6.7% | $5,851-26.2% |
| Admin fee / account holder | $3,601 | $12,194-70.5% | $7,491-51.9% | $11,599-69.0% |