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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 | $168,605 | $176,794-4.6% | $146,647+15.0% | $167,553+0.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.11% | 24.04%-12.9pp | 22.75%-11.6pp | 478.89%-467.8pp |
| Employer contribution / active EE | $8,734 | $5,161+69.2% | $4,137+111.1% | $4,840+80.5% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1,496 | $13,262-88.7% | $10,281-85.4% | $12,316-87.9% |