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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 | $101,820 | $139,948-27.2% | $121,663-16.3% | $154,746-34.2% |
| Participation rate | 95.8% | 78.0%+17.8pp | 74.5%+21.3pp | 80.7%+15.1pp |
| Annual return | 12.71% | 230.52%-217.8pp | 147.54%-134.8pp | 172.34%-159.6pp |
| Employer contribution / active EE | $11,250 | $3,521+219.5% | $3,020+272.5% | $4,379+156.9% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,887-100.0% | $6,730-100.0% |
| Admin fee / account holder | $27,108 | $17,321+56.5% | $14,289+89.7% | $14,365+88.7% |