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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 | $192,576 | $98,240+96.0% | $82,312+134.0% | $147,586+30.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 12.31% | 30.85%-18.5pp | 25.88%-13.6pp | 578.59%-566.3pp |
| Employer contribution / active EE | $44,786 | $3,192+1303.2% | $2,428+1744.3% | $4,876+818.4% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $8,840 | $8,563+3.2% | $5,608+57.6% | $10,886-18.8% |