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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 | $248,499 | $72,486+242.8% | $87,103+185.3% | $72,976+240.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 46.11% | 24.46%+21.6pp | 28.19%+17.9pp | 81.02%-34.9pp |
| Employer contribution / active EE | $3,495 | $1,894+84.5% | $2,521+38.6% | $2,440+43.2% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $9,177 | $5,055+81.6% | $7,491+22.5% | $5,124+79.1% |