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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 | $64,973 | $174,379-62.7% | $152,093-57.3% | $138,895-53.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.85% | 74.86%-59.0pp | 66.36%-50.5pp | 145.39%-129.5pp |
| Employer contribution / active EE | $1,990 | $4,652-57.2% | $4,175-52.3% | $4,194-52.6% |
| Participant deferral / active EE | $5,712 | $6,159-7.3% | $5,451+4.8% | $6,396-10.7% |
| Admin fee / account holder | $556 | $16,880-96.7% | $14,497-96.2% | $12,562-95.6% |