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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 | $225,611 | $125,778+79.4% | $114,563+96.9% | $154,746+45.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 14.03% | 295.14%-281.1pp | 241.09%-227.1pp | 172.34%-158.3pp |
| Employer contribution / active EE | $3,990 | $2,806+42.2% | $2,592+53.9% | $4,379-8.9% |
| Participant deferral / active EE | $11,683 | $4,445+162.9% | $4,142+182.1% | $6,730+73.6% |
| Admin fee / account holder | $1,766 | $8,190-78.4% | $7,623-76.8% | $14,365-87.7% |