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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 | $140,834 | $133,998+5.1% | $112,263+25.4% | $134,545+4.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 27.93% | 47.17%-19.2pp | 27.49%+0.4pp | 418.37%-390.4pp |
| Employer contribution / active EE | $11,531 | $4,040+185.4% | $3,636+217.1% | $4,742+143.2% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $7,614 | $7,493+1.6% | $6,410+18.8% | $11,431-33.4% |