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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 | $59,043 | $201,264-70.7% | $184,185-67.9% | $145,978-59.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.73% | 29.00%-15.3pp | 28.81%-15.1pp | 550.52%-536.8pp |
| Employer contribution / active EE | $6,967 | $7,021-0.8% | $6,426+8.4% | $4,662+49.4% |
| Participant deferral / active EE | $6,903 | $9,806-29.6% | $9,132-24.4% | $6,690+3.2% |
| Admin fee / account holder | $8,783 | $16,376-46.4% | $13,909-36.9% | $13,400-34.5% |