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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 | $48,011+352.5% | $63,803+240.5% | $82,637+162.9% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 12.42% | 19.84%-7.4pp | 543.72%-531.3pp | 53.51%-41.1pp |
| Employer contribution / active EE | $8,191 | $1,904+330.3% | $2,532+223.4% | $2,552+220.9% |
| Participant deferral / active EE | $6,054 | $2,846+112.7% | $3,843+57.5% | $4,126+46.7% |
| Admin fee / account holder | $15,978 | $3,873+312.5% | $5,196+207.5% | $7,339+117.7% |