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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 | $189,659 | $201,259-5.8% | $184,200+3.0% | $145,959+29.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.40% | 28.98%-16.6pp | 28.80%-16.4pp | 561.95%-549.6pp |
| Employer contribution / active EE | $6,667 | $7,018-5.0% | $6,424+3.8% | $4,661+43.0% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,689-100.0% |
| Admin fee / account holder | $6,630 | $16,372-59.5% | $13,907-52.3% | $13,398-50.5% |