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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 | $230,271 | $111,814+105.9% | $103,378+122.7% | $145,978+57.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 20.89% | 24.80%-3.9pp | 24.91%-4.0pp | 550.52%-529.6pp |
| Employer contribution / active EE | $16,000 | $4,215+279.6% | $3,870+313.4% | $4,662+243.2% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $16,029 | $9,764+64.2% | $8,401+90.8% | $13,400+19.6% |