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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 | $213,785-25.1% | $185,441-13.6% | $155,188+3.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 11.19% | 19.97%-8.8pp | 20.16%-9.0pp | 148.84%-137.7pp |
| Employer contribution / active EE | $10,293 | $5,393+90.9% | $4,672+120.3% | $4,248+142.3% |
| Participant deferral / active EE | $3,891 | $6,864-43.3% | $6,152-36.7% | $6,531-40.4% |
| Admin fee / account holder | $6,944 | $21,134-67.1% | $17,890-61.2% | $14,480-52.0% |