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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 | $148,104 | $201,372-26.5% | $184,260-19.6% | $145,884+1.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.92% | 29.04%-8.1pp | 28.84%-7.9pp | 551.85%-530.9pp |
| Employer contribution / active EE | $4,907 | $7,024-30.1% | $6,427-23.7% | $4,662+5.2% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4,435 | $16,362-72.9% | $13,898-68.1% | $13,392-66.9% |