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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 | $211,288-19.0% | $178,540-4.1% | $145,884+17.4% |
| Participation rate | 90.9% | 80.8%+10.1pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 8.73% | 30.27%-21.5pp | 27.15%-18.4pp | 551.85%-543.1pp |
| Employer contribution / active EE | $6,818 | $4,574+49.1% | $3,953+72.5% | $4,662+46.2% |
| Participant deferral / active EE | $0 | $6,967-100.0% | $6,281-100.0% | $6,690-100.0% |
| Admin fee / account holder | $6,412 | $12,105-47.0% | $10,424-38.5% | $13,392-52.1% |