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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 | $150,962 | $81,840+84.5% | $63,412+138.1% | $125,389+20.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 67.1%+32.9pp | 83.2%+16.8pp |
| Annual return | 3.51% | -0.10%+3.6pp | 4.04%-0.5pp | 282.24%-278.7pp |
| Employer contribution / active EE | $25,016 | $2,377+952.6% | $1,814+1278.9% | $4,866+414.1% |
| Participant deferral / active EE | $10,636 | $3,064+247.1% | $2,496+326.2% | $5,352+98.7% |
| Admin fee / account holder | $1,096 | $4,951-77.9% | $3,753-70.8% | $9,541-88.5% |