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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 | $229,600 | $69,274+231.4% | $64,097+258.2% | $139,487+64.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.26% | 46.00%-32.7pp | 33.75%-20.5pp | 373.84%-360.6pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,750-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $12,123 | $4,685+158.8% | $3,881+212.3% | $6,713+80.6% |
| Admin fee / account holder | $6,974 | $4,247+64.2% | $3,070+127.2% | $11,407-38.9% |