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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 | $163,293 | $81,664+100.0% | $70,476+131.7% | $158,966+2.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 21.03% | 208.59%-187.6pp | 109.12%-88.1pp | 302.95%-281.9pp |
| Employer contribution / active EE | $7,925 | $3,219+146.2% | $2,738+189.4% | $4,762+66.4% |
| Participant deferral / active EE | $10,834 | $4,556+137.8% | $3,710+192.0% | $5,983+81.1% |
| Admin fee / account holder | $4,078 | $6,197-34.2% | $3,847+6.0% | $11,250-63.7% |