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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 | $57,736 | $165,381-65.1% | $149,730-61.4% | $158,966-63.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.92% | 348.29%-336.4pp | 276.70%-264.8pp | 302.95%-291.0pp |
| Employer contribution / active EE | $5,362 | $5,104+5.1% | $4,645+15.4% | $4,762+12.6% |
| Participant deferral / active EE | $9,145 | $7,182+27.3% | $6,843+33.7% | $5,983+52.9% |
| Admin fee / account holder | $460 | $10,809-95.7% | $9,310-95.1% | $11,250-95.9% |