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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 | $215,397 | $152,612+41.1% | $125,192+72.1% | $152,897+40.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 20.57% | 54.85%-34.3pp | 43.79%-23.2pp | 345.43%-324.9pp |
| Employer contribution / active EE | $12,096 | $4,947+144.5% | $3,866+212.9% | $4,764+153.9% |
| Participant deferral / active EE | $20,000 | $5,868+240.8% | $4,937+305.1% | $5,851+241.8% |
| Admin fee / account holder | $1,569 | $13,437-88.3% | $9,704-83.8% | $11,599-86.5% |