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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 | $224,305 | $167,353+34.0% | $143,797+56.0% | $134,545+66.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 1.29% | 0.48%+0.8pp | -0.04%+1.3pp | 418.37%-417.1pp |
| Employer contribution / active EE | $19,399 | $5,620+245.1% | $4,952+291.7% | $4,742+309.1% |
| Participant deferral / active EE | $10,250 | $6,447+59.0% | $5,638+81.8% | $6,401+60.1% |
| Admin fee / account holder | $2,020 | $18,096-88.8% | $14,679-86.2% | $11,431-82.3% |