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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 | $55,457+291.8% | $77,361+180.8% | $94,015+131.1% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 12.42% | 15.57%-3.1pp | 1011.54%-999.1pp | 17.84%-5.4pp |
| Employer contribution / active EE | $8,191 | $2,255+263.3% | $2,990+173.9% | $2,790+193.6% |
| Participant deferral / active EE | $6,054 | $3,069+97.2% | $3,911+54.8% | $4,249+42.5% |
| Admin fee / account holder | $15,978 | $4,334+268.7% | $5,894+171.1% | $8,951+78.5% |