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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 | $246,509 | $72,486+240.1% | $87,103+183.0% | $72,976+237.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 38.03% | 24.46%+13.6pp | 28.19%+9.8pp | 81.02%-43.0pp |
| Employer contribution / active EE | $13,310 | $1,894+602.8% | $2,521+427.9% | $2,440+445.5% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $7,465 | $5,055+47.7% | $7,491-0.4% | $5,124+45.7% |