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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 | $216,645 | $95,915+125.9% | $79,580+172.2% | $134,532+61.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 28.02% | -2.71%+30.7pp | 0.15%+27.9pp | 418.27%-390.2pp |
| Employer contribution / active EE | $15,385 | $3,129+391.7% | $2,413+537.5% | $4,741+224.5% |
| Participant deferral / active EE | $7,191 | $4,693+53.2% | $3,985+80.4% | $6,401+12.3% |
| Admin fee / account holder | $10,334 | $9,132+13.2% | $6,835+51.2% | $11,429-9.6% |