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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 | $159,269 | $162,821-2.2% | $133,978+18.9% | $158,982+0.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 24.37% | 41.95%-17.6pp | 45.10%-20.7pp | 302.99%-278.6pp |
| Employer contribution / active EE | $6,781 | $4,976+36.3% | $3,919+73.0% | $4,763+42.4% |
| Participant deferral / active EE | $10,006 | $5,910+69.3% | $5,047+98.2% | $5,983+67.2% |
| Admin fee / account holder | $917 | $11,742-92.2% | $8,930-89.7% | $11,252-91.9% |