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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 | $159,909 | $103,392+54.7% | $87,104+83.6% | $152,897+4.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 19.63% | 28.10%-8.5pp | 28.19%-8.6pp | 345.43%-325.8pp |
| Employer contribution / active EE | $12,888 | $3,221+300.1% | $2,521+411.1% | $4,764+170.6% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,903 | $12,194-84.4% | $7,491-74.6% | $11,599-83.6% |