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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 | $142,414 | $140,592+1.3% | $123,105+15.7% | $125,389+13.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 6.94% | 16.80%-9.9pp | 13.22%-6.3pp | 282.24%-275.3pp |
| Employer contribution / active EE | $7,500 | $6,041+24.1% | $5,151+45.6% | $4,866+54.1% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $623 | $11,198-94.4% | $9,014-93.1% | $9,541-93.5% |