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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 | $215,788 | $118,877+81.5% | $96,570+123.5% | $167,536+28.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 11.37% | 50.50%-39.1pp | 37.79%-26.4pp | 478.82%-467.4pp |
| Employer contribution / active EE | $3,125 | $3,121+0.1% | $2,357+32.6% | $4,839-35.4% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,580 | $8,069-68.0% | $6,182-58.3% | $12,315-79.0% |