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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 | $214,815 | $110,337+94.7% | $102,383+109.8% | $145,877+47.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 27.69% | 24.83%+2.9pp | 24.94%+2.8pp | 551.28%-523.6pp |
| Employer contribution / active EE | $13,940 | $4,216+230.6% | $3,870+260.2% | $4,663+198.9% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,961 | $9,750-79.9% | $8,391-76.6% | $13,402-85.4% |