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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 | $181,062-64.1% | $158,223-58.9% | $155,188-58.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 15.85% | 57.39%-41.5pp | 52.09%-36.2pp | 148.84%-133.0pp |
| Employer contribution / active EE | $1,990 | $4,565-56.4% | $4,109-51.6% | $4,248-53.2% |
| Participant deferral / active EE | $5,712 | $6,134-6.9% | $5,467+4.5% | $6,531-12.5% |
| Admin fee / account holder | $556 | $18,825-97.0% | $16,047-96.5% | $14,480-96.2% |