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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 | $191,507 | $141,001+35.8% | $112,228+70.6% | $139,487+37.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 28.19% | 32.75%-4.6pp | 30.23%-2.0pp | 373.84%-345.7pp |
| Employer contribution / active EE | $5,847 | $4,285+36.5% | $3,432+70.4% | $4,755+23.0% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $4,800-100.0% | $6,713-100.0% |
| Admin fee / account holder | $5,348 | $9,959-46.3% | $7,752-31.0% | $11,407-53.1% |