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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 | $149,490 | $110,307+35.5% | $96,576+54.8% | $139,456+7.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.87% | 26.40%-11.5pp | 25.87%-11.0pp | 373.45%-358.6pp |
| Employer contribution / active EE | $5,009 | $3,619+38.4% | $2,965+68.9% | $4,753+5.4% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,711-100.0% |
| Admin fee / account holder | $2,480 | $11,597-78.6% | $8,253-69.9% | $11,407-78.3% |