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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 | $101,798+72.4% | $165,071+6.3% | $80,935+116.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 14.01% | 16.73%-2.7pp | 70.17%-56.2pp | 35.66%-21.6pp |
| Employer contribution / active EE | $4,717 | $2,954+59.7% | $4,347+8.5% | $2,757+71.1% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,534 | $8,221-81.3% | $12,695-87.9% | $6,924-77.8% |