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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 | $205,210 | $275,752-25.6% | $256,809-20.1% | $198,609+3.3% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 6.77% | 34.81%-28.0pp | 32.73%-26.0pp | 202.70%-195.9pp |
| Employer contribution / active EE | $0 | $7,721-100.0% | $7,263-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $8,715 | $10,037-13.2% | $9,520-8.4% | $6,977+24.9% |
| Admin fee / account holder | $483 | $25,716-98.1% | $25,146-98.1% | $19,030-97.5% |