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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 | $184,653 | $201,372-8.3% | $184,260+0.2% | $145,884+26.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.38% | 29.04%-11.7pp | 28.84%-11.5pp | 551.85%-534.5pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,351 | $9,808-35.2% | $9,133-30.5% | $6,690-5.1% |
| Admin fee / account holder | $8,500 | $16,362-48.0% | $13,898-38.8% | $13,392-36.5% |