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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 | $207,624 | $254,759-18.5% | $216,567-4.1% | $198,609+4.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 17.27% | 10.04%+7.2pp | 12.94%+4.3pp | 202.70%-185.4pp |
| Employer contribution / active EE | $19,667 | $6,096+222.6% | $5,216+277.1% | $5,055+289.0% |
| Participant deferral / active EE | $6,354 | $6,948-8.5% | $6,191+2.6% | $6,977-8.9% |
| Admin fee / account holder | $779 | $26,311-97.0% | $21,981-96.5% | $19,030-95.9% |