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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 | $132,604 | $107,666+23.2% | $102,184+29.8% | $154,746-14.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 13.23% | 29.33%-16.1pp | 31.58%-18.3pp | 172.34%-159.1pp |
| Employer contribution / active EE | $9,718 | $3,846+152.7% | $3,594+170.4% | $4,379+121.9% |
| Participant deferral / active EE | $0 | $8,719-100.0% | $8,309-100.0% | $6,730-100.0% |
| Admin fee / account holder | $21,859 | $12,943+68.9% | $11,609+88.3% | $14,365+52.2% |