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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 | $188,979 | $81,696+131.3% | $70,494+168.1% | $158,982+18.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 11.97% | 208.70%-196.7pp | 109.16%-97.2pp | 302.99%-291.0pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $12,897 | $4,558+183.0% | $3,711+247.6% | $5,983+115.5% |
| Admin fee / account holder | $10,098 | $6,200+62.9% | $3,848+162.4% | $11,252-10.2% |