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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 | $197,009 | $99,875+97.3% | $146,866+34.1% | $86,983+126.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.24% | 28.10%-8.9pp | 102.85%-83.6pp | 25.83%-6.6pp |
| Employer contribution / active EE | $26,923 | $3,224+735.0% | $4,425+508.5% | $2,584+941.7% |
| Participant deferral / active EE | $9,807 | $6,322+55.1% | $7,759+26.4% | $4,194+133.8% |
| Admin fee / account holder | $16,634 | $7,838+112.2% | $13,620+22.1% | $7,856+111.7% |