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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 | $115,395 | $155,555-25.8% | $146,866-21.4% | $155,188-25.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 15.23% | 115.41%-100.2pp | 102.85%-87.6pp | 148.84%-133.6pp |
| Employer contribution / active EE | $34,732 | $4,647+647.5% | $4,425+685.0% | $4,248+717.6% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $12,245 | $14,755-17.0% | $13,620-10.1% | $14,480-15.4% |