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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 | $160,170 | $199,109-19.6% | $173,730-7.8% | $154,746+3.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 11.19% | 20.02%-8.8pp | 19.96%-8.8pp | 172.34%-161.2pp |
| Employer contribution / active EE | $10,293 | $5,311+93.8% | $4,577+124.9% | $4,379+135.1% |
| Participant deferral / active EE | $3,891 | $7,113-45.3% | $6,326-38.5% | $6,730-42.2% |
| Admin fee / account holder | $6,944 | $20,916-66.8% | $17,523-60.4% | $14,365-51.7% |