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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 | $175,550 | $101,752+72.5% | $164,928+6.4% | $80,911+117.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 14.01% | 16.73%-2.7pp | 70.08%-56.1pp | 35.63%-21.6pp |
| Employer contribution / active EE | $4,717 | $2,953+59.7% | $4,343+8.6% | $2,756+71.2% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,034-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,534 | $8,218-81.3% | $12,684-87.9% | $6,935-77.9% |