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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 | $35,106 | $156,398-77.6% | $147,318-76.2% | $138,895-74.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.98% | 78.75%-61.8pp | 70.43%-53.4pp | 145.39%-128.4pp |
| Employer contribution / active EE | $3,031 | $4,853-37.6% | $4,593-34.0% | $4,194-27.7% |
| Participant deferral / active EE | $7,245 | $8,237-12.0% | $7,906-8.4% | $6,396+13.3% |
| Admin fee / account holder | $758 | $14,976-94.9% | $13,708-94.5% | $12,562-94.0% |