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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 | $227,936 | $110,307+106.6% | $96,576+136.0% | $139,456+63.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 19.76% | 26.40%-6.6pp | 25.87%-6.1pp | 373.45%-353.7pp |
| Employer contribution / active EE | $1,567 | $3,619-56.7% | $2,965-47.2% | $4,753-67.0% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,711-100.0% |
| Admin fee / account holder | $765 | $11,597-93.4% | $8,253-90.7% | $11,407-93.3% |