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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 | $218,351 | $110,303+98.0% | $95,759+128.0% | $139,487+56.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 48.97% | 27.19%+21.8pp | 28.42%+20.5pp | 373.84%-324.9pp |
| Employer contribution / active EE | $18,504 | $3,261+467.5% | $2,836+552.4% | $4,755+289.2% |
| Participant deferral / active EE | $17,500 | $4,674+274.4% | $4,244+312.4% | $6,713+160.7% |
| Admin fee / account holder | $650 | $6,615-90.2% | $5,678-88.6% | $11,407-94.3% |