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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 | $197,361 | $199,109-0.9% | $173,730+13.6% | $154,746+27.5% |
| Participation rate | 95.7% | 82.8%+12.8pp | 79.6%+16.1pp | 80.7%+15.0pp |
| Annual return | 12.34% | 20.02%-7.7pp | 19.96%-7.6pp | 172.34%-160.0pp |
| Employer contribution / active EE | $13,202 | $5,311+148.6% | $4,577+188.4% | $4,379+201.5% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $11,497 | $20,916-45.0% | $17,523-34.4% | $14,365-20.0% |