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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 | $231,396 | $72,071+221.1% | $68,368+238.5% | $137,256+68.6% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.0%+8.9pp |
| Annual return | 15.94% | 353.14%-337.2pp | 292.57%-276.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $8,336 | $2,788+199.0% | $2,649+214.7% | $4,156+100.6% |
| Participant deferral / active EE | $12,304 | $4,410+179.0% | $4,123+198.4% | $6,407+92.0% |
| Admin fee / account holder | $59,917 | $5,336+1023.0% | $5,150+1063.5% | $12,270+388.3% |