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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 | $233,593 | $108,285+115.7% | $77,552+201.2% | $158,982+46.9% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 8.83% | 31.69%-22.9pp | 54.82%-46.0pp | 302.99%-294.2pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $29,756 | $2,455+1111.9% | $1,861+1499.0% | $5,983+397.3% |
| Admin fee / account holder | $24,381 | $3,709+557.3% | $2,859+752.7% | $11,252+116.7% |