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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 | $122,336 | $201,372-39.2% | $184,260-33.6% | $145,884-16.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.35% | 29.04%-5.7pp | 28.84%-5.5pp | 551.85%-528.5pp |
| Employer contribution / active EE | $3,743 | $7,024-46.7% | $6,427-41.8% | $4,662-19.7% |
| Participant deferral / active EE | $6,984 | $9,808-28.8% | $9,133-23.5% | $6,690+4.4% |
| Admin fee / account holder | $22,140 | $16,362+35.3% | $13,898+59.3% | $13,392+65.3% |