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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 | $233,453 | $275,752-15.3% | $256,809-9.1% | $198,609+17.5% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 10.11% | 34.81%-24.7pp | 32.73%-22.6pp | 202.70%-192.6pp |
| Employer contribution / active EE | $8,916 | $7,721+15.5% | $7,263+22.8% | $5,055+76.4% |
| Participant deferral / active EE | $8,095 | $10,037-19.3% | $9,520-15.0% | $6,977+16.0% |
| Admin fee / account holder | $2,203 | $25,716-91.4% | $25,146-91.2% | $19,030-88.4% |