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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 | $98,118 | $110,410-11.1% | $102,437-4.2% | $145,897-32.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.51% | 24.85%-15.3pp | 24.95%-15.4pp | 552.29%-542.8pp |
| Employer contribution / active EE | $8,352 | $4,217+98.0% | $3,871+115.8% | $4,663+79.1% |
| Participant deferral / active EE | $4,453 | $5,622-20.8% | $5,060-12.0% | $6,689-33.4% |
| Admin fee / account holder | $817 | $9,745-91.6% | $8,388-90.3% | $13,390-93.9% |