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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 | $185,029 | $167,522+10.5% | $151,639+22.0% | $134,532+37.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.51% | 7.81%-17.3pp | 3.34%-12.8pp | 418.27%-427.8pp |
| Employer contribution / active EE | $12,193 | $6,828+78.6% | $6,165+97.8% | $4,741+157.2% |
| Participant deferral / active EE | $9,121 | $8,986+1.5% | $8,363+9.1% | $6,401+42.5% |
| Admin fee / account holder | $2,447 | $13,780-82.2% | $11,613-78.9% | $11,429-78.6% |