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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 | $163,660 | $104,251+57.0% | $91,004+79.8% | $147,586+10.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 10.05% | 27.06%-17.0pp | 4.60%+5.5pp | 578.59%-568.5pp |
| Employer contribution / active EE | $10,039 | $3,116+222.2% | $2,456+308.8% | $4,876+105.9% |
| Participant deferral / active EE | $2,206 | $4,195-47.4% | $3,548-37.8% | $5,439-59.4% |
| Admin fee / account holder | $9,785 | $8,948+9.3% | $5,417+80.6% | $10,886-10.1% |