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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 | $205,195 | $177,595+15.5% | $148,496+38.2% | $198,609+3.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 9.27% | 9.97%-0.7pp | 12.33%-3.1pp | 202.70%-193.4pp |
| Employer contribution / active EE | $8,635 | $4,098+110.7% | $3,497+146.9% | $5,055+70.8% |
| Participant deferral / active EE | $0 | $5,539-100.0% | $4,808-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,707 | $27,010-93.7% | $19,547-91.3% | $19,030-91.0% |