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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 | $102,775 | $106,749-3.7% | $145,433-29.3% | $82,448+24.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 17.49% | 27.59%-10.1pp | 66.58%-49.1pp | 41.64%-24.2pp |
| Employer contribution / active EE | $6,023 | $3,444+74.9% | $4,554+32.2% | $2,551+136.1% |
| Participant deferral / active EE | $9,597 | $6,519+47.2% | $7,897+21.5% | $4,139+131.9% |
| Admin fee / account holder | $942 | $8,390-88.8% | $13,129-92.8% | $7,234-87.0% |