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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 | $179,008 | $108,226+65.4% | $77,513+130.9% | $158,950+12.6% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 14.40% | 31.67%-17.3pp | 54.81%-40.4pp | 302.91%-288.5pp |
| Employer contribution / active EE | $7,353 | $1,325+454.9% | $987+645.2% | $4,762+54.4% |
| Participant deferral / active EE | $0 | $2,456-100.0% | $1,861-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,053 | $3,710-17.7% | $2,859+6.8% | $11,248-72.9% |