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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 | $188,444 | $199,109-5.4% | $173,730+8.5% | $154,746+21.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 12.22% | 20.02%-7.8pp | 19.96%-7.7pp | 172.34%-160.1pp |
| Employer contribution / active EE | $11,111 | $5,311+109.2% | $4,577+142.7% | $4,379+153.7% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $15,990 | $20,916-23.6% | $17,523-8.8% | $14,365+11.3% |