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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 | $159,891 | $117,859+35.7% | $102,438+56.1% | $145,959+9.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 33.65% | 31.72%+1.9pp | 29.37%+4.3pp | 561.95%-528.3pp |
| Employer contribution / active EE | $20,000 | $3,615+453.2% | $3,024+561.5% | $4,661+329.1% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,726 | $13,318-87.0% | $9,448-81.7% | $13,398-87.1% |