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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 | $177,919 | $152,460+16.7% | $118,746+49.8% | $147,586+20.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 14.32% | 17.41%-3.1pp | 24.54%-10.2pp | 578.59%-564.3pp |
| Employer contribution / active EE | $9,091 | $5,046+80.2% | $4,193+116.8% | $4,876+86.4% |
| Participant deferral / active EE | $0 | $6,212-100.0% | $5,332-100.0% | $5,439-100.0% |
| Admin fee / account holder | $9,827 | $16,953-42.0% | $10,720-8.3% | $10,886-9.7% |