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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 | $249,518 | $111,535+123.7% | $105,223+137.1% | $137,256+81.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.29% | 237.85%-219.6pp | 180.65%-162.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $10,260 | $3,939+160.4% | $3,689+178.2% | $4,156+146.9% |
| Participant deferral / active EE | $9,976 | $5,500+81.4% | $5,072+96.7% | $6,407+55.7% |
| Admin fee / account holder | $2,883 | $9,721-70.3% | $8,859-67.5% | $12,270-76.5% |