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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 | $191,880 | $180,028+6.6% | $138,135+38.9% | $158,966+20.7% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 13.47% | 21.68%-8.2pp | 20.51%-7.0pp | 302.95%-289.5pp |
| Employer contribution / active EE | $17,518 | $7,470+134.5% | $5,587+213.6% | $4,762+267.8% |
| Participant deferral / active EE | $0 | $7,717-100.0% | $6,431-100.0% | $5,983-100.0% |
| Admin fee / account holder | $16,726 | $17,912-6.6% | $11,856+41.1% | $11,250+48.7% |