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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 | $200,859 | $111,787+79.7% | $93,681+114.4% | $145,978+37.6% |
| Participation rate | 90.9% | 74.2%+16.7pp | 68.7%+22.2pp | 80.3%+10.6pp |
| Annual return | 14.24% | 203.52%-189.3pp | 133.47%-119.2pp | 550.52%-536.3pp |
| Employer contribution / active EE | $2,601 | $3,093-15.9% | $2,422+7.4% | $4,662-44.2% |
| Participant deferral / active EE | $0 | $4,918-100.0% | $4,415-100.0% | $6,690-100.0% |
| Admin fee / account holder | $46,383 | $10,256+352.3% | $8,290+459.5% | $13,400+246.1% |