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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 | $130,283 | $123,155+5.8% | $108,753+19.8% | $155,188-16.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 10.32% | 44.73%-34.4pp | 37.47%-27.2pp | 148.84%-138.5pp |
| Employer contribution / active EE | $20,196 | $2,811+618.4% | $2,427+732.3% | $4,248+375.4% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,027 | $12,126-91.5% | $10,320-90.1% | $14,480-92.9% |