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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 | $157,189 | $139,948+12.3% | $121,663+29.2% | $154,746+1.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 14.87% | 230.52%-215.6pp | 147.54%-132.7pp | 172.34%-157.5pp |
| Employer contribution / active EE | $1,616 | $3,521-54.1% | $3,020-46.5% | $4,379-63.1% |
| Participant deferral / active EE | $7,733 | $5,629+37.4% | $4,887+58.2% | $6,730+14.9% |
| Admin fee / account holder | $3,059 | $17,321-82.3% | $14,289-78.6% | $14,365-78.7% |