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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 | $105,235 | $69,118+52.3% | $53,647+96.2% | $138,895-24.2% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 10.83% | 248.26%-237.4pp | 358.33%-347.5pp | 145.39%-134.6pp |
| Employer contribution / active EE | $2,201 | $1,189+85.0% | $962+128.7% | $4,194-47.5% |
| Participant deferral / active EE | $2,201 | $2,274-3.2% | $1,813+21.4% | $6,396-65.6% |
| Admin fee / account holder | $1,389 | $2,724-49.0% | $2,460-43.6% | $12,562-88.9% |