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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 | $108,607 | $101,752+6.7% | $164,928-34.1% | $80,911+34.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 22.68% | 16.73%+6.0pp | 70.08%-47.4pp | 35.63%-12.9pp |
| Employer contribution / active EE | $7,143 | $2,953+141.9% | $4,343+64.5% | $2,756+159.2% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,034-100.0% | $4,297-100.0% |
| Admin fee / account holder | $24,012 | $8,218+192.2% | $12,684+89.3% | $6,935+246.3% |