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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 | $181,842 | $176,786+2.9% | $146,643+24.0% | $167,536+8.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 24.49% | 24.04%+0.5pp | 22.75%+1.7pp | 478.82%-454.3pp |
| Employer contribution / active EE | $5,556 | $5,161+7.6% | $4,137+34.3% | $4,839+14.8% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $6,138 | $13,262-53.7% | $10,280-40.3% | $12,315-50.2% |