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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 | $86,623 | $80,992+7.0% | $96,534-10.3% | $75,173+15.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 22.71% | 27.05%-4.3pp | 25.88%-3.2pp | 160.72%-138.0pp |
| Employer contribution / active EE | $8,624 | $2,283+277.8% | $2,965+190.8% | $2,671+222.9% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,872 | $6,717-72.1% | $8,253-77.3% | $5,651-66.9% |