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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 | $221,637 | $112,729+96.6% | $98,716+124.5% | $137,256+61.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 21.89% | 38.48%-16.6pp | 31.81%-9.9pp | 220.34%-198.4pp |
| Employer contribution / active EE | $11,400 | $2,725+318.3% | $2,279+400.3% | $4,156+174.3% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,295 | $10,129-87.2% | $8,703-85.1% | $12,270-89.4% |