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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 | $177,352 | $201,344-11.9% | $184,243-3.7% | $145,877+21.6% |
| Participation rate | 95.8% | 87.5%+8.3pp | 86.8%+9.0pp | 80.3%+15.5pp |
| Annual return | 11.39% | 29.01%-17.6pp | 28.82%-17.4pp | 551.28%-539.9pp |
| Employer contribution / active EE | $12,963 | $7,022+84.6% | $6,427+101.7% | $4,663+178.0% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $9,420 | $16,382-42.5% | $13,914-32.3% | $13,402-29.7% |