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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 | $144,810 | $97,020+49.3% | $83,327+73.8% | $135,380+7.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 10.24% | 12.31%-2.1pp | 10.64%-0.4pp | 519.81%-509.6pp |
| Employer contribution / active EE | $17,052 | $4,144+311.5% | $3,379+404.7% | $4,779+256.8% |
| Participant deferral / active EE | $0 | $5,964-100.0% | $5,565-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,435 | $8,426-83.0% | $7,540-81.0% | $10,828-86.8% |