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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 | $204,462 | $212,386-3.7% | $199,883+2.3% | $138,895+47.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 17.99% | 47.75%-29.8pp | 43.81%-25.8pp | 145.39%-127.4pp |
| Employer contribution / active EE | $8,038 | $6,625+21.3% | $6,261+28.4% | $4,194+91.6% |
| Participant deferral / active EE | $6,049 | $9,617-37.1% | $9,138-33.8% | $6,396-5.4% |
| Admin fee / account holder | $7,142 | $18,233-60.8% | $17,268-58.6% | $12,562-43.1% |