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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 | $179,779 | $149,679+20.1% | $117,039+53.6% | $147,586+21.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 11.33% | 19.31%-8.0pp | 18.95%-7.6pp | 578.59%-567.3pp |
| Employer contribution / active EE | $5,000 | $4,937+1.3% | $3,785+32.1% | $4,876+2.5% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,235 | $7,856-33.4% | $5,974-12.4% | $10,886-51.9% |