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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 | $190,185 | $132,634+43.4% | $115,768+64.3% | $137,256+38.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 12.61% | 160.70%-148.1pp | 100.46%-87.9pp | 220.34%-207.7pp |
| Employer contribution / active EE | $4,348 | $3,360+29.4% | $2,940+47.9% | $4,156+4.6% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,977 | $15,028-80.2% | $12,439-76.1% | $12,270-75.7% |