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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 | $126,912 | $99,994+26.9% | $146,647-13.5% | $85,851+47.8% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 20.57% | 18.93%+1.6pp | 22.75%-2.2pp | 318.63%-298.1pp |
| Employer contribution / active EE | $8,722 | $2,559+240.8% | $4,137+110.8% | $2,565+240.0% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,380 | $7,703-69.1% | $10,281-76.8% | $6,261-62.0% |