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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 | $206,836 | $88,672+133.3% | $105,223+96.6% | $82,448+150.9% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 21.10% | 30.86%-9.8pp | 180.65%-159.5pp | 41.64%-20.5pp |
| Employer contribution / active EE | $1,955 | $3,048-35.9% | $3,689-47.0% | $2,551-23.4% |
| Participant deferral / active EE | $10,030 | $4,036+148.5% | $5,072+97.8% | $4,139+142.3% |
| Admin fee / account holder | $2,250 | $7,146-68.5% | $8,859-74.6% | $7,234-68.9% |