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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 | $199,539 | $162,529+22.8% | $130,788+52.6% | $154,746+28.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 16.67% | 510.48%-493.8pp | 386.44%-369.8pp | 172.34%-155.7pp |
| Employer contribution / active EE | $2,547 | $4,447-42.7% | $3,558-28.4% | $4,379-41.8% |
| Participant deferral / active EE | $7,554 | $4,808+57.1% | $4,137+82.6% | $6,730+12.2% |
| Admin fee / account holder | $18,563 | $7,669+142.1% | $6,673+178.2% | $14,365+29.2% |