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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 | $249,709 | $65,367+282.0% | $92,915+168.8% | $72,976+242.2% |
| Participation rate | 96.2% | 68.3%+27.8pp | 76.0%+20.1pp | 69.5%+26.7pp |
| Annual return | 36.90% | 42.11%-5.2pp | 109.45%-72.5pp | 81.02%-44.1pp |
| Employer contribution / active EE | $14,619 | $2,594+463.6% | $3,653+300.1% | $2,440+499.1% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $15,585 | $4,251+266.6% | $5,796+168.9% | $5,124+204.1% |