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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 | $171,018 | $92,219+85.4% | $76,766+122.8% | $135,382+26.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 10.23% | 5.46%+4.8pp | 2.43%+7.8pp | 519.77%-509.5pp |
| Employer contribution / active EE | $9,591 | $3,216+198.2% | $2,485+285.9% | $4,779+100.7% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,851-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,838 | $10,749-73.6% | $6,675-57.5% | $10,829-73.8% |