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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 | $166,900 | $124,330+34.2% | $109,173+52.9% | $167,536-0.4% |
| Participation rate | 90.0% | 79.5%+10.5pp | 75.9%+14.1pp | 82.1%+7.9pp |
| Annual return | 32.18% | 26.04%+6.1pp | 25.75%+6.4pp | 478.82%-446.6pp |
| Employer contribution / active EE | $10,000 | $4,209+137.6% | $3,723+168.6% | $4,839+106.7% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,202 | $7,974-72.4% | $6,755-67.4% | $12,315-82.1% |