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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 | $147,144 | $165,381-11.0% | $149,730-1.7% | $158,966-7.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.97% | 348.29%-329.3pp | 276.70%-257.7pp | 302.95%-284.0pp |
| Employer contribution / active EE | $10,472 | $5,104+105.2% | $4,645+125.4% | $4,762+119.9% |
| Participant deferral / active EE | $10,589 | $7,182+47.4% | $6,843+54.7% | $5,983+77.0% |
| Admin fee / account holder | $2,231 | $10,809-79.4% | $9,310-76.0% | $11,250-80.2% |