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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 | $201,372-13.2% | $184,260-5.2% | $145,884+19.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.31% | 29.04%-6.7pp | 28.84%-6.5pp | 551.85%-529.5pp |
| Employer contribution / active EE | $3,542 | $7,024-49.6% | $6,427-44.9% | $4,662-24.0% |
| Participant deferral / active EE | $8,728 | $9,808-11.0% | $9,133-4.4% | $6,690+30.5% |
| Admin fee / account holder | $2,690 | $16,362-83.6% | $13,898-80.6% | $13,392-79.9% |