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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 | $134,584 | $111,814+20.4% | $103,374+30.2% | $145,959-7.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 21.30% | 24.77%-3.5pp | 24.89%-3.6pp | 561.95%-540.6pp |
| Employer contribution / active EE | $9,140 | $4,214+116.9% | $3,869+136.2% | $4,661+96.1% |
| Participant deferral / active EE | $15,333 | $5,618+172.9% | $5,058+203.2% | $6,689+129.2% |
| Admin fee / account holder | $492 | $9,754-95.0% | $8,394-94.1% | $13,398-96.3% |