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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 | $176,635 | $113,941+55.0% | $94,229+87.5% | $125,389+40.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 15.04% | 5.29%+9.8pp | 10.68%+4.4pp | 282.24%-267.2pp |
| Employer contribution / active EE | $16,667 | $4,727+252.6% | $3,587+364.7% | $4,866+242.5% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $29,194 | $8,392+247.9% | $6,269+365.7% | $9,541+206.0% |