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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 | $202,680 | $99,652+103.4% | $78,778+157.3% | $147,586+37.3% |
| Participation rate | 91.7% | 76.2%+15.4pp | 69.2%+22.5pp | 82.8%+8.8pp |
| Annual return | 10.73% | 47.28%-36.6pp | 35.62%-24.9pp | 578.59%-567.9pp |
| Employer contribution / active EE | $10,767 | $2,796+285.1% | $1,986+442.2% | $4,876+120.8% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,203 | $7,155-41.3% | $5,134-18.1% | $10,886-61.4% |