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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 | $178,708 | $83,477+114.1% | $125,175+42.8% | $72,986+144.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 19.31% | 25.78%-6.5pp | 43.79%-24.5pp | 81.01%-61.7pp |
| Employer contribution / active EE | $6,061 | $2,345+158.4% | $3,865+56.8% | $2,440+148.4% |
| Participant deferral / active EE | $0 | $3,585-100.0% | $4,937-100.0% | $3,607-100.0% |
| Admin fee / account holder | $7,979 | $5,517+44.6% | $9,702-17.8% | $5,124+55.7% |