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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 | $233,932 | $254,759-8.2% | $216,567+8.0% | $198,609+17.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 12.47% | 10.04%+2.4pp | 12.94%-0.5pp | 202.70%-190.2pp |
| Employer contribution / active EE | $20,632 | $6,096+238.4% | $5,216+295.6% | $5,055+308.1% |
| Participant deferral / active EE | $3,757 | $6,948-45.9% | $6,191-39.3% | $6,977-46.2% |
| Admin fee / account holder | $961 | $26,311-96.3% | $21,981-95.6% | $19,030-94.9% |