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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 | $126,310 | $65,364+93.2% | $92,909+35.9% | $72,975+73.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 22.39% | 42.11%-19.7pp | 109.44%-87.0pp | 81.01%-58.6pp |
| Employer contribution / active EE | $8,571 | $2,594+230.4% | $3,653+134.6% | $2,440+251.3% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $9,929 | $4,251+133.6% | $5,795+71.3% | $5,124+93.8% |