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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 | $113,930 | $69,248+64.5% | $64,101+77.7% | $139,466-18.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.33% | 45.95%-30.6pp | 33.72%-18.4pp | 373.66%-358.3pp |
| Employer contribution / active EE | $5,705 | $3,185+79.1% | $2,749+107.6% | $4,754+20.0% |
| Participant deferral / active EE | $8,688 | $4,682+85.5% | $3,881+123.9% | $6,712+29.4% |
| Admin fee / account holder | $11,514 | $4,247+171.1% | $3,070+275.0% | $11,409+0.9% |