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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 | $225,946 | $107,030+111.1% | $73,550+207.2% | $147,586+53.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 13.16% | 38.25%-25.1pp | -15.16%+28.3pp | 578.59%-565.4pp |
| Employer contribution / active EE | $10,000 | $1,760+468.0% | $1,219+720.3% | $4,876+105.1% |
| Participant deferral / active EE | $0 | $2,458-100.0% | $1,804-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,508 | $3,055+113.0% | $2,320+180.5% | $10,886-40.2% |