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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 | $224,793 | $167,415+34.3% | $140,514+60.0% | $198,609+13.2% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 4.04% | 13.85%-9.8pp | 14.36%-10.3pp | 202.70%-198.7pp |
| Employer contribution / active EE | $9,375 | $4,088+129.4% | $3,378+177.5% | $5,055+85.4% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $3,860 | $16,730-76.9% | $13,697-71.8% | $19,030-79.7% |