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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 | $160,169 | $153,769+4.2% | $133,975+19.6% | $273,972-41.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 13.95% | 36.51%-22.6pp | 29.29%-15.3pp | 41.46%-27.5pp |
| Employer contribution / active EE | $11,738 | $6,029+94.7% | $5,211+125.3% | $4,869+141.1% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $15,633 | $11,765+32.9% | $9,324+67.7% | $10,133+54.3% |