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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 | $195,048 | $72,273+169.9% | $101,275+92.6% | $79,856+144.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 21.36% | 22.30%-0.9pp | 46.48%-25.1pp | 31.71%-10.3pp |
| Employer contribution / active EE | $21,200 | $2,691+687.8% | $3,660+479.2% | $2,471+757.9% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $17,058 | $4,401+287.6% | $5,948+186.8% | $5,306+221.5% |