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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 | $127,026 | $106,864+18.9% | $147,318-13.8% | $82,637+53.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 26.80% | 27.49%-0.7pp | 70.43%-43.6pp | 53.51%-26.7pp |
| Employer contribution / active EE | $800 | $3,417-76.6% | $4,593-82.6% | $2,552-68.6% |
| Participant deferral / active EE | $6,611 | $6,496+1.8% | $7,906-16.4% | $4,126+60.2% |
| Admin fee / account holder | $8,410 | $8,415-0.1% | $13,708-38.6% | $7,339+14.6% |