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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 | $185,582 | $127,387+45.7% | $115,038+61.3% | $125,389+48.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.30% | 31.28%-31.0pp | 26.14%-25.8pp | 282.24%-281.9pp |
| Employer contribution / active EE | $4,168 | $5,166-19.3% | $4,608-9.6% | $4,866-14.4% |
| Participant deferral / active EE | $9,721 | $6,423+51.4% | $6,026+61.3% | $5,352+81.7% |
| Admin fee / account holder | $22,336 | $9,516+134.7% | $8,175+173.2% | $9,541+134.1% |