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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 | $205,195 | $139,948+46.6% | $121,663+68.7% | $154,746+32.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 9.27% | 230.52%-221.2pp | 147.54%-138.3pp | 172.34%-163.1pp |
| Employer contribution / active EE | $8,635 | $3,521+145.3% | $3,020+185.9% | $4,379+97.2% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,887-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,707 | $17,321-90.1% | $14,289-88.1% | $14,365-88.1% |