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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 | $223,407 | $117,444+90.2% | $99,479+124.6% | $152,909+46.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 15.55% | 31.87%-16.3pp | 30.72%-15.2pp | 345.46%-329.9pp |
| Employer contribution / active EE | $19,081 | $3,014+533.1% | $2,540+651.1% | $4,764+300.5% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,214 | $7,635-84.1% | $6,253-80.6% | $11,601-89.5% |