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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 | $106,890 | $180,028-40.6% | $138,135-22.6% | $158,966-32.8% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 13.81% | 21.68%-7.9pp | 20.51%-6.7pp | 302.95%-289.1pp |
| Employer contribution / active EE | $20,022 | $7,470+168.0% | $5,587+258.4% | $4,762+320.4% |
| Participant deferral / active EE | $0 | $7,717-100.0% | $6,431-100.0% | $5,983-100.0% |
| Admin fee / account holder | $318 | $17,912-98.2% | $11,856-97.3% | $11,250-97.2% |