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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 | $163,903 | $105,929+54.7% | $81,926+100.1% | $158,950+3.1% |
| Participation rate | 83.3% | 75.6%+7.7pp | 72.0%+11.3pp | 82.0%+1.4pp |
| Annual return | 10.54% | 38.19%-27.6pp | 29.49%-18.9pp | 302.91%-292.4pp |
| Employer contribution / active EE | $27,352 | $7,802+250.6% | $4,310+534.5% | $4,762+474.4% |
| Participant deferral / active EE | $0 | $13,007-100.0% | $7,108-100.0% | $5,983-100.0% |
| Admin fee / account holder | $7,650 | $8,492-9.9% | $5,159+48.3% | $11,248-32.0% |