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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 | $219,268 | $275,752-20.5% | $256,809-14.6% | $198,609+10.4% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 13.06% | 34.81%-21.8pp | 32.73%-19.7pp | 202.70%-189.6pp |
| Employer contribution / active EE | $20,583 | $7,721+166.6% | $7,263+183.4% | $5,055+307.1% |
| Participant deferral / active EE | $10,023 | $10,037-0.1% | $9,520+5.3% | $6,977+43.7% |
| Admin fee / account holder | $302 | $25,716-98.8% | $25,146-98.8% | $19,030-98.4% |