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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 | $249,357 | $104,251+139.2% | $91,004+174.0% | $147,586+69.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 15.07% | 27.06%-12.0pp | 4.60%+10.5pp | 578.59%-563.5pp |
| Employer contribution / active EE | $6,987 | $3,116+124.3% | $2,456+184.5% | $4,876+43.3% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $605 | $8,948-93.2% | $5,417-88.8% | $10,886-94.4% |