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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 | $171,243 | $211,224-18.9% | $178,505-4.1% | $145,897+17.4% |
| Participation rate | 90.9% | 80.8%+10.1pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 8.73% | 30.28%-21.5pp | 27.16%-18.4pp | 552.29%-543.6pp |
| Employer contribution / active EE | $6,818 | $4,577+49.0% | $3,955+72.4% | $4,663+46.2% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $6,280-100.0% | $6,689-100.0% |
| Admin fee / account holder | $6,412 | $12,109-47.1% | $10,428-38.5% | $13,390-52.1% |