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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 | $174,721 | $201,259-13.2% | $184,200-5.1% | $145,959+19.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.31% | 28.98%-6.7pp | 28.80%-6.5pp | 561.95%-539.6pp |
| Employer contribution / active EE | $3,542 | $7,018-49.5% | $6,424-44.9% | $4,661-24.0% |
| Participant deferral / active EE | $8,728 | $9,806-11.0% | $9,132-4.4% | $6,689+30.5% |
| Admin fee / account holder | $2,690 | $16,372-83.6% | $13,907-80.7% | $13,398-79.9% |