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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 | $217,855 | $97,648+123.1% | $121,663+79.1% | $87,485+149.0% |
| Participation rate | 100.0% | 70.5%+29.5pp | 74.5%+25.5pp | 68.9%+31.1pp |
| Annual return | 12.42% | 18.03%-5.6pp | 147.54%-135.1pp | 26.06%-13.6pp |
| Employer contribution / active EE | $8,941 | $2,300+288.7% | $3,020+196.1% | $2,596+244.4% |
| Participant deferral / active EE | $0 | $3,923-100.0% | $4,887-100.0% | $4,274-100.0% |
| Admin fee / account holder | $10,550 | $11,100-5.0% | $14,289-26.2% | $7,775+35.7% |