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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 | $180,732 | $201,344-10.2% | $184,243-1.9% | $145,877+23.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.99% | 29.01%-8.0pp | 28.82%-7.8pp | 551.28%-530.3pp |
| Employer contribution / active EE | $19,058 | $7,022+171.4% | $6,427+196.5% | $4,663+308.7% |
| Participant deferral / active EE | $11,000 | $9,807+12.2% | $9,132+20.5% | $6,691+64.4% |
| Admin fee / account holder | $2,299 | $16,382-86.0% | $13,914-83.5% | $13,402-82.8% |