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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 | $195,485 | $209,336-6.6% | $197,124-0.8% | $137,256+42.4% |
| Participation rate | 93.3% | 87.3%+6.0pp | 86.7%+6.6pp | 80.0%+13.4pp |
| Annual return | 18.33% | 48.09%-29.8pp | 44.34%-26.0pp | 220.34%-202.0pp |
| Employer contribution / active EE | $8,615 | $6,591+30.7% | $6,227+38.3% | $4,156+107.3% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $5,962 | $17,308-65.6% | $16,298-63.4% | $12,270-51.4% |