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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 | $208,647 | $87,059+139.7% | $105,608+97.6% | $80,925+157.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 24.75% | 17.05%+7.7pp | 116.50%-91.8pp | 35.65%-10.9pp |
| Employer contribution / active EE | $8,655 | $2,396+261.1% | $3,167+173.3% | $2,756+214.0% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,010-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,350 | $8,443-84.0% | $11,028-87.8% | $6,940-80.5% |