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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 | $149,660 | $124,351+20.4% | $109,188+37.1% | $167,553-10.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 26.59% | 26.04%+0.5pp | 25.76%+0.8pp | 478.89%-452.3pp |
| Employer contribution / active EE | $3,810 | $4,210-9.5% | $3,723+2.3% | $4,840-21.3% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $10,083 | $7,975+26.4% | $6,755+49.3% | $12,316-18.1% |