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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 | $176,062 | $184,014-4.3% | $161,149+9.3% | $138,895+26.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 20.50% | 21.52%-1.0pp | 21.16%-0.7pp | 145.39%-124.9pp |
| Employer contribution / active EE | $48,572 | $5,055+860.8% | $4,360+1014.0% | $4,194+1058.1% |
| Participant deferral / active EE | $16,419 | $6,909+137.6% | $6,153+166.8% | $6,396+156.7% |
| Admin fee / account holder | $3,473 | $18,027-80.7% | $15,194-77.1% | $12,562-72.4% |