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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 | $229,784 | $115,814+98.4% | $101,275+126.9% | $158,982+44.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 33.12% | 56.16%-23.0pp | 46.48%-13.4pp | 302.99%-269.9pp |
| Employer contribution / active EE | $9,974 | $4,176+138.9% | $3,660+172.5% | $4,763+109.4% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,107 | $7,249-70.9% | $5,948-64.6% | $11,252-81.3% |