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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 | $224,234 | $69,118+224.4% | $53,647+318.0% | $138,895+61.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 14.53% | 248.26%-233.7pp | 358.33%-343.8pp | 145.39%-130.9pp |
| Employer contribution / active EE | $8,000 | $1,189+572.6% | $962+731.6% | $4,194+90.7% |
| Participant deferral / active EE | $0 | $2,274-100.0% | $1,813-100.0% | $6,396-100.0% |
| Admin fee / account holder | $3,307 | $2,724+21.4% | $2,460+34.5% | $12,562-73.7% |