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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 | $172,908 | $201,370-14.1% | $184,256-6.2% | $145,897+18.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.19% | 29.05%-5.9pp | 28.85%-5.7pp | 552.29%-529.1pp |
| Employer contribution / active EE | $3,317 | $7,024-52.8% | $6,427-48.4% | $4,663-28.9% |
| Participant deferral / active EE | $8,930 | $9,808-9.0% | $9,133-2.2% | $6,689+33.5% |
| Admin fee / account holder | $2,180 | $16,364-86.7% | $13,899-84.3% | $13,390-83.7% |