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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 | $93,075 | $103,387-10.0% | $87,102+6.9% | $152,885-39.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 24.25% | 28.10%-3.8pp | 28.19%-3.9pp | 345.39%-321.1pp |
| Employer contribution / active EE | $6,371 | $3,221+97.8% | $2,521+152.7% | $4,763+33.8% |
| Participant deferral / active EE | $7,931 | $4,778+66.0% | $4,048+95.9% | $5,851+35.6% |
| Admin fee / account holder | $12,384 | $12,193+1.6% | $7,491+65.3% | $11,598+6.8% |