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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 | $137,510 | $93,124+47.7% | $77,100+78.4% | $134,545+2.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 8.92% | 62.68%-53.8pp | 42.35%-33.4pp | 418.37%-409.5pp |
| Employer contribution / active EE | $771 | $3,421-77.5% | $2,815-72.6% | $4,742-83.7% |
| Participant deferral / active EE | $1,178 | $5,242-77.5% | $4,430-73.4% | $6,401-81.6% |
| Admin fee / account holder | $12,787 | $6,970+83.5% | $5,443+134.9% | $11,431+11.9% |