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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 | $222,604 | $176,786+25.9% | $146,643+51.8% | $167,536+32.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.83% | 24.04%-7.2pp | 22.75%-5.9pp | 478.82%-462.0pp |
| Employer contribution / active EE | $23,500 | $5,161+355.3% | $4,137+468.1% | $4,839+385.6% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,679 | $13,262-87.3% | $10,280-83.7% | $12,315-86.4% |