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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 | $169,833 | $201,370-15.7% | $184,256-7.8% | $145,897+16.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 24.35% | 29.05%-4.7pp | 28.85%-4.5pp | 552.29%-527.9pp |
| Employer contribution / active EE | $7,457 | $7,024+6.2% | $6,427+16.0% | $4,663+59.9% |
| Participant deferral / active EE | $7,689 | $9,808-21.6% | $9,133-15.8% | $6,689+14.9% |
| Admin fee / account holder | $1,358 | $16,364-91.7% | $13,899-90.2% | $13,390-89.9% |