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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 | $240,106 | $162,812+47.5% | $133,971+79.2% | $158,966+51.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.83% | 41.94%-31.1pp | 45.09%-34.3pp | 302.95%-292.1pp |
| Employer contribution / active EE | $6,250 | $4,976+25.6% | $3,919+59.5% | $4,762+31.2% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $14,116 | $11,741+20.2% | $8,929+58.1% | $11,250+25.5% |