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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 | $112,729+28.8% | $98,716+47.1% | $137,256+5.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 18.52% | 38.48%-20.0pp | 31.81%-13.3pp | 220.34%-201.8pp |
| Employer contribution / active EE | $7,893 | $2,725+189.6% | $2,279+246.4% | $4,156+89.9% |
| Participant deferral / active EE | $19,542 | $4,640+321.1% | $4,048+382.8% | $6,407+205.0% |
| Admin fee / account holder | $540 | $10,129-94.7% | $8,703-93.8% | $12,270-95.6% |