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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 | $235,863 | $161,352+46.2% | $134,172+75.8% | $137,256+71.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 20.49% | 28.72%-8.2pp | 25.30%-4.8pp | 220.34%-199.9pp |
| Employer contribution / active EE | $11,819 | $4,099+188.4% | $3,420+245.6% | $4,156+184.4% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,369 | $15,028-84.2% | $12,016-80.3% | $12,270-80.7% |