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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 | $103,291 | $155,555-33.6% | $146,866-29.7% | $155,188-33.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 16.18% | 115.41%-99.2pp | 102.85%-86.7pp | 148.84%-132.7pp |
| Employer contribution / active EE | $2,965 | $4,647-36.2% | $4,425-33.0% | $4,248-30.2% |
| Participant deferral / active EE | $3,502 | $8,044-56.5% | $7,759-54.9% | $6,531-46.4% |
| Admin fee / account holder | $829 | $14,755-94.4% | $13,620-93.9% | $14,480-94.3% |