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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 | $186,553 | $133,998+39.2% | $112,263+66.2% | $134,545+38.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 27.44% | 47.17%-19.7pp | 27.49%0pp | 418.37%-390.9pp |
| Employer contribution / active EE | $15,407 | $4,040+281.3% | $3,636+323.7% | $4,742+224.9% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,824 | $7,493-49.0% | $6,410-40.3% | $11,431-66.5% |