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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 | $116,899 | $70,430+66.0% | $96,572+21.0% | $85,851+36.2% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 17.10% | 18.58%-1.5pp | 37.79%-20.7pp | 318.63%-301.5pp |
| Employer contribution / active EE | $5,357 | $1,413+279.1% | $2,357+127.3% | $2,565+108.8% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,850-100.0% | $3,952-100.0% |
| Admin fee / account holder | $7,181 | $4,996+43.7% | $6,183+16.1% | $6,261+14.7% |