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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 | $200,702 | $81,504+146.2% | $102,437+95.9% | $80,959+147.9% |
| Participation rate | 95.4% | 66.9%+28.6pp | 74.5%+20.9pp | 67.7%+27.7pp |
| Annual return | 0.00% | 25.60%-25.6pp | 24.95%-24.9pp | 35.67%-35.7pp |
| Employer contribution / active EE | $24,679 | $3,104+695.2% | $3,871+537.6% | $2,757+795.1% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $14,602 | $6,719+117.3% | $8,388+74.1% | $6,925+110.9% |