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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 | $169,143 | $115,225+46.8% | $100,712+67.9% | $138,895+21.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 9.99% | 40.35%-30.4pp | 33.27%-23.3pp | 145.39%-135.4pp |
| Employer contribution / active EE | $4,863 | $2,771+75.5% | $2,313+110.3% | $4,194+15.9% |
| Participant deferral / active EE | $9,960 | $4,699+111.9% | $4,085+143.8% | $6,396+55.7% |
| Admin fee / account holder | $1,686 | $10,844-84.5% | $9,256-81.8% | $12,562-86.6% |