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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 | $75,535 | $99,994-24.5% | $146,643-48.5% | $85,847-12.0% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 21.68% | 18.93%+2.7pp | 22.75%-1.1pp | 318.61%-296.9pp |
| Employer contribution / active EE | $7,856 | $2,559+207.0% | $4,137+89.9% | $2,565+206.2% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,557 | $7,703-66.8% | $10,280-75.1% | $6,261-59.2% |