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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 | $96,548 | $52,678+83.3% | $75,784+27.4% | $59,633+61.9% |
| Participation rate | 87.5% | 67.2%+20.3pp | 75.8%+11.7pp | 68.7%+18.8pp |
| Annual return | 7.82% | 2.95%+4.9pp | 9.68%-1.9pp | 2041.45%-2033.6pp |
| Employer contribution / active EE | $13,750 | $2,193+526.9% | $3,323+313.7% | $2,203+524.3% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $6,388 | $3,610+77.0% | $5,300+20.5% | $4,297+48.7% |