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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 | $147,799 | $254,759-42.0% | $216,567-31.8% | $198,609-25.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 10.99% | 10.04%+0.9pp | 12.94%-2.0pp | 202.70%-191.7pp |
| Employer contribution / active EE | $6,667 | $6,096+9.4% | $5,216+27.8% | $5,055+31.9% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $2,838 | $26,311-89.2% | $21,981-87.1% | $19,030-85.1% |