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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 | $236,284 | $254,759-7.3% | $216,567+9.1% | $198,609+19.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 7.45% | 10.04%-2.6pp | 12.94%-5.5pp | 202.70%-195.2pp |
| Employer contribution / active EE | $25,000 | $6,096+310.1% | $5,216+379.3% | $5,055+394.5% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $14,580 | $26,311-44.6% | $21,981-33.7% | $19,030-23.4% |