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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 | $248,566 | $172,111+44.4% | $150,298+65.4% | $137,256+81.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.64% | 69.37%-57.7pp | 62.79%-51.1pp | 220.34%-208.7pp |
| Employer contribution / active EE | $21,893 | $4,636+372.2% | $4,154+427.0% | $4,156+426.8% |
| Participant deferral / active EE | $11,018 | $6,166+78.7% | $5,453+102.1% | $6,407+72.0% |
| Admin fee / account holder | $4,014 | $16,471-75.6% | $14,116-71.6% | $12,270-67.3% |