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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 | $81,476+146.3% | $102,383+96.0% | $80,925+148.0% |
| Participation rate | 95.4% | 66.8%+28.6pp | 74.5%+20.9pp | 67.7%+27.7pp |
| Annual return | 0.00% | 25.59%-25.6pp | 24.94%-24.9pp | 35.65%-35.6pp |
| Employer contribution / active EE | $24,679 | $3,105+694.9% | $3,870+537.6% | $2,756+795.4% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $14,602 | $6,717+117.4% | $8,391+74.0% | $6,940+110.4% |