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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 | $213,785+10.5% | $185,441+27.4% | $155,188+52.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 7.45% | 19.97%-12.5pp | 20.16%-12.7pp | 148.84%-141.4pp |
| Employer contribution / active EE | $25,000 | $5,393+363.6% | $4,672+435.1% | $4,248+488.5% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $14,580 | $21,134-31.0% | $17,890-18.5% | $14,480+0.7% |