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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 | $244,803 | $135,956+80.1% | $123,894+97.6% | $273,972-10.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.89% | 56.63%-52.7pp | 47.52%-43.6pp | 41.46%-37.6pp |
| Employer contribution / active EE | $21,921 | $5,170+324.0% | $4,617+374.8% | $4,869+350.2% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $17,597 | $9,817+79.2% | $8,357+110.6% | $10,133+73.7% |