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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 | $241,877 | $117,904+105.1% | $102,457+136.1% | $145,978+65.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.82% | 31.80%-23.0pp | 29.41%-20.6pp | 550.52%-541.7pp |
| Employer contribution / active EE | $13,427 | $3,613+271.6% | $3,022+344.3% | $4,662+188.0% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,054-100.0% | $6,690-100.0% |
| Admin fee / account holder | $29,472 | $13,329+121.1% | $9,451+211.8% | $13,400+119.9% |