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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 | $176,843 | $213,785-17.3% | $185,441-4.6% | $155,188+14.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 10.85% | 19.97%-9.1pp | 20.16%-9.3pp | 148.84%-138.0pp |
| Employer contribution / active EE | $14,375 | $5,393+166.6% | $4,672+207.7% | $4,248+238.4% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $5,999 | $21,134-71.6% | $17,890-66.5% | $14,480-58.6% |