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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 | $78,276 | $174,379-55.1% | $152,093-48.5% | $138,895-43.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 12.24% | 74.86%-62.6pp | 66.36%-54.1pp | 145.39%-133.2pp |
| Employer contribution / active EE | $6,256 | $4,652+34.5% | $4,175+49.9% | $4,194+49.2% |
| Participant deferral / active EE | $7,728 | $6,159+25.5% | $5,451+41.8% | $6,396+20.8% |
| Admin fee / account holder | $10,633 | $16,880-37.0% | $14,497-26.7% | $12,562-15.4% |