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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 | $155,555-57.7% | $146,866-55.2% | $155,188-57.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.92% | 115.41%-95.5pp | 102.85%-82.9pp | 148.84%-128.9pp |
| Employer contribution / active EE | $5,247 | $4,647+12.9% | $4,425+18.6% | $4,248+23.5% |
| Participant deferral / active EE | $5,146 | $8,044-36.0% | $7,759-33.7% | $6,531-21.2% |
| Admin fee / account holder | $512 | $14,755-96.5% | $13,620-96.2% | $14,480-96.5% |