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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 | $238,888 | $178,174+34.1% | $156,181+53.0% | $137,256+74.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 17.67% | 84.19%-66.5pp | 64.87%-47.2pp | 220.34%-202.7pp |
| Employer contribution / active EE | $28,544 | $4,972+474.1% | $4,294+564.8% | $4,156+586.8% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,457 | $17,404-80.1% | $14,586-76.3% | $12,270-71.8% |