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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 | $240,285 | $108,285+121.9% | $77,552+209.8% | $158,982+51.1% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 3.52% | 31.69%-28.2pp | 54.82%-51.3pp | 302.99%-299.5pp |
| Employer contribution / active EE | $15,187 | $1,325+1046.2% | $987+1439.2% | $4,763+218.9% |
| Participant deferral / active EE | $0 | $2,455-100.0% | $1,861-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,206 | $3,709-40.5% | $2,859-22.8% | $11,252-80.4% |