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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 | $190,092 | $201,370-5.6% | $184,256+3.2% | $145,897+30.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.21% | 29.05%-9.8pp | 28.85%-9.6pp | 552.29%-533.1pp |
| Employer contribution / active EE | $8,000 | $7,024+13.9% | $6,427+24.5% | $4,663+71.6% |
| Participant deferral / active EE | $4,405 | $9,808-55.1% | $9,133-51.8% | $6,689-34.2% |
| Admin fee / account holder | $3,925 | $16,364-76.0% | $13,899-71.8% | $13,390-70.7% |