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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 | $201,597 | $275,752-26.9% | $256,809-21.5% | $198,609+1.5% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 24.46% | 34.81%-10.3pp | 32.73%-8.3pp | 202.70%-178.2pp |
| Employer contribution / active EE | $39,928 | $7,721+417.2% | $7,263+449.8% | $5,055+689.8% |
| Participant deferral / active EE | $11,748 | $10,037+17.0% | $9,520+23.4% | $6,977+68.4% |
| Admin fee / account holder | $14,483 | $25,716-43.7% | $25,146-42.4% | $19,030-23.9% |