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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 | $176,842 | $131,835+34.1% | $108,582+62.9% | $273,972-35.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 14.26% | -91.57%+105.8pp | -51.70%+66.0pp | 41.46%-27.2pp |
| Employer contribution / active EE | $12,051 | $4,913+145.3% | $3,758+220.6% | $4,869+147.5% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $9,730 | $10,253-5.1% | $7,645+27.3% | $10,133-4.0% |