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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 | $162,654 | $103,957+56.5% | $69,182+135.1% | $273,968-40.6% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 9.50% | 35.28%-25.8pp | -21.94%+31.4pp | 41.45%-32.0pp |
| Employer contribution / active EE | $7,378 | $1,781+314.3% | $1,205+512.3% | $4,869+51.6% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,896-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,590 | $3,671-29.4% | $2,697-4.0% | $10,132-74.4% |