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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 | $143,093 | $117,444+21.8% | $99,479+43.8% | $152,909-6.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 26.48% | 31.87%-5.4pp | 30.72%-4.2pp | 345.46%-319.0pp |
| Employer contribution / active EE | $3,179 | $3,014+5.5% | $2,540+25.1% | $4,764-33.3% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $483 | $7,635-93.7% | $6,253-92.3% | $11,601-95.8% |