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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 | $116,507 | $185,312-37.1% | $161,489-27.9% | $154,746-24.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.45% | 103.84%-89.4pp | 89.72%-75.3pp | 172.34%-157.9pp |
| Employer contribution / active EE | $2,910 | $4,769-39.0% | $4,268-31.8% | $4,379-33.5% |
| Participant deferral / active EE | $4,507 | $6,350-29.0% | $5,630-19.9% | $6,730-33.0% |
| Admin fee / account holder | $10,045 | $18,654-46.2% | $16,006-37.2% | $14,365-30.1% |