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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 | $160,268 | $97,289+64.7% | $92,805+72.7% | $155,188+3.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 19.30% | 29.03%-9.7pp | 31.59%-12.3pp | 148.84%-129.5pp |
| Employer contribution / active EE | $7,717 | $3,632+112.5% | $3,424+125.4% | $4,248+81.7% |
| Participant deferral / active EE | $17,540 | $8,795+99.4% | $8,448+107.6% | $6,531+168.6% |
| Admin fee / account holder | $1,370 | $12,015-88.6% | $10,911-87.4% | $14,480-90.5% |