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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 | $206,161 | $185,141+11.4% | $153,416+34.4% | $155,188+32.8% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 23.42% | 18.72%+4.7pp | 17.84%+5.6pp | 148.84%-125.4pp |
| Employer contribution / active EE | $13,050 | $4,489+190.7% | $3,764+246.7% | $4,248+207.2% |
| Participant deferral / active EE | $0 | $5,477-100.0% | $4,723-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,569 | $16,005-90.2% | $13,095-88.0% | $14,480-89.2% |