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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 | $163,690 | $199,109-17.8% | $173,730-5.8% | $154,746+5.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 11.95% | 20.02%-8.1pp | 19.96%-8.0pp | 172.34%-160.4pp |
| Employer contribution / active EE | $2,500 | $5,311-52.9% | $4,577-45.4% | $4,379-42.9% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $3,072 | $20,916-85.3% | $17,523-82.5% | $14,365-78.6% |