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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 | $196,010 | $117,846+66.3% | $102,434+91.4% | $145,884+34.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.47% | 31.90%-21.4pp | 29.46%-19.0pp | 551.85%-541.4pp |
| Employer contribution / active EE | $4,296 | $3,615+18.8% | $3,023+42.1% | $4,662-7.9% |
| Participant deferral / active EE | $30,000 | $5,733+423.2% | $5,055+493.5% | $6,690+348.5% |
| Admin fee / account holder | $1,400 | $13,356-89.5% | $9,462-85.2% | $13,392-89.5% |