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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 | $145,223 | $124,980+16.2% | $108,359+34.0% | $154,746-6.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 18.52% | 45.00%-26.5pp | 36.89%-18.4pp | 172.34%-153.8pp |
| Employer contribution / active EE | $7,893 | $2,851+176.9% | $2,399+228.9% | $4,379+80.2% |
| Participant deferral / active EE | $19,542 | $4,743+312.0% | $4,137+372.4% | $6,730+190.4% |
| Admin fee / account holder | $540 | $11,502-95.3% | $9,741-94.5% | $14,365-96.2% |