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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 | $174,344 | $69,518+150.8% | $59,887+191.1% | $135,379+28.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 9.42% | 7.95%+1.5pp | 3.46%+6.0pp | 519.79%-510.4pp |
| Employer contribution / active EE | $21,467 | $3,235+563.6% | $2,722+688.6% | $4,779+349.2% |
| Participant deferral / active EE | $1,800 | $4,204-57.2% | $3,402-47.1% | $5,609-67.9% |
| Admin fee / account holder | $19,405 | $5,734+238.4% | $3,591+440.3% | $10,828+79.2% |