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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 | $194,406 | $115,796+67.9% | $101,264+92.0% | $158,950+22.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.65% | 56.15%-45.5pp | 46.48%-35.8pp | 302.91%-292.3pp |
| Employer contribution / active EE | $2,802 | $4,175-32.9% | $3,660-23.4% | $4,762-41.2% |
| Participant deferral / active EE | $2,196 | $4,958-55.7% | $4,370-49.8% | $5,983-63.3% |
| Admin fee / account holder | $364 | $7,247-95.0% | $5,947-93.9% | $11,248-96.8% |