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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 | $106,211 | $156,398-32.1% | $147,318-27.9% | $138,895-23.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.21% | 78.75%-60.5pp | 70.43%-52.2pp | 145.39%-127.2pp |
| Employer contribution / active EE | $4,592 | $4,853-5.4% | $4,5930% | $4,194+9.5% |
| Participant deferral / active EE | $7,415 | $8,237-10.0% | $7,906-6.2% | $6,396+15.9% |
| Admin fee / account holder | $2,662 | $14,976-82.2% | $13,708-80.6% | $12,562-78.8% |