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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 | $158,256 | $184,014-14.0% | $161,149-1.8% | $138,895+13.9% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.8%+4.5pp | 79.9%+3.4pp |
| Annual return | 13.43% | 21.52%-8.1pp | 21.16%-7.7pp | 145.39%-132.0pp |
| Employer contribution / active EE | $8,900 | $5,055+76.1% | $4,360+104.1% | $4,194+112.2% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $11,111 | $18,027-38.4% | $15,194-26.9% | $12,562-11.6% |