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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 | $187,550 | $111,535+68.2% | $105,223+78.2% | $137,256+36.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 12.14% | 237.85%-225.7pp | 180.65%-168.5pp | 220.34%-208.2pp |
| Employer contribution / active EE | $16,333 | $3,939+314.6% | $3,689+342.8% | $4,156+293.0% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,240 | $9,721-77.0% | $8,859-74.7% | $12,270-81.7% |