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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 | $240,147 | $118,877+102.0% | $96,570+148.7% | $167,536+43.3% |
| Participation rate | 94.7% | 75.5%+19.2pp | 69.8%+24.9pp | 82.1%+12.6pp |
| Annual return | 12.68% | 50.50%-37.8pp | 37.79%-25.1pp | 478.82%-466.1pp |
| Employer contribution / active EE | $5,861 | $3,121+87.8% | $2,357+148.6% | $4,839+21.1% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $7,553 | $8,069-6.4% | $6,182+22.2% | $12,315-38.7% |