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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 | $83,984 | $201,259-58.3% | $184,200-54.4% | $145,959-42.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.61% | 28.98%-10.4pp | 28.80%-10.2pp | 561.95%-543.3pp |
| Employer contribution / active EE | $6,765 | $7,018-3.6% | $6,424+5.3% | $4,661+45.2% |
| Participant deferral / active EE | $8,912 | $9,806-9.1% | $9,132-2.4% | $6,689+33.2% |
| Admin fee / account holder | $3,892 | $16,372-76.2% | $13,907-72.0% | $13,398-70.9% |