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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 | $153,050 | $201,372-24.0% | $184,260-16.9% | $145,884+4.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.28% | 29.04%-11.8pp | 28.84%-11.6pp | 551.85%-534.6pp |
| Employer contribution / active EE | $6,395 | $7,024-9.0% | $6,427-0.5% | $4,662+37.2% |
| Participant deferral / active EE | $6,395 | $9,808-34.8% | $9,133-30.0% | $6,690-4.4% |
| Admin fee / account holder | $1,686 | $16,362-89.7% | $13,898-87.9% | $13,392-87.4% |