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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 | $115,911 | $57,352+102.1% | $83,831+38.3% | $64,173+80.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 20.11% | 11.38%+8.7pp | 850.99%-830.9pp | 7.63%+12.5pp |
| Employer contribution / active EE | $19,270 | $2,546+657.0% | $3,631+430.7% | $2,381+709.4% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $9,217 | $4,046+127.8% | $5,479+68.2% | $4,887+88.6% |