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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 | $180,611 | $62,583+188.6% | $76,767+135.3% | $64,173+181.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 36.32% | -1.95%+38.3pp | 2.43%+33.9pp | 7.63%+28.7pp |
| Employer contribution / active EE | $14,894 | $1,832+712.9% | $2,485+499.3% | $2,381+525.6% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,384 | $4,667-6.1% | $6,675-34.3% | $4,887-10.3% |