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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 | $65,760 | $154,228-57.4% | $145,433-54.8% | $137,256-52.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.92% | 74.59%-54.7pp | 66.58%-46.7pp | 220.34%-200.4pp |
| Employer contribution / active EE | $5,247 | $4,804+9.2% | $4,554+15.2% | $4,156+26.2% |
| Participant deferral / active EE | $5,146 | $8,216-37.4% | $7,897-34.8% | $6,407-19.7% |
| Admin fee / account holder | $512 | $14,344-96.4% | $13,129-96.1% | $12,270-95.8% |