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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 | $159,932 | $116,190+37.6% | $93,614+70.8% | $152,885+4.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 18.59% | 35.96%-17.4pp | 32.76%-14.2pp | 345.39%-326.8pp |
| Employer contribution / active EE | $4,348 | $3,219+35.1% | $2,718+59.9% | $4,763-8.7% |
| Participant deferral / active EE | $0 | $4,604-100.0% | $4,069-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,426 | $10,749-77.4% | $7,889-69.2% | $11,598-79.1% |