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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 | $217,263 | $50,554+329.8% | $67,681+221.0% | $87,485+148.3% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 12.42% | 17.81%-5.4pp | 590.58%-578.2pp | 26.06%-13.6pp |
| Employer contribution / active EE | $8,191 | $1,988+311.9% | $2,678+205.8% | $2,596+215.5% |
| Participant deferral / active EE | $6,054 | $2,961+104.4% | $3,976+52.3% | $4,274+41.7% |
| Admin fee / account holder | $15,978 | $4,132+286.6% | $6,100+161.9% | $7,775+105.5% |