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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 | $98,139 | $172,111-43.0% | $150,298-34.7% | $137,256-28.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.25% | 69.37%-52.1pp | 62.79%-45.5pp | 220.34%-203.1pp |
| Employer contribution / active EE | $7,895 | $4,636+70.3% | $4,154+90.1% | $4,156+90.0% |
| Participant deferral / active EE | $5,841 | $6,166-5.3% | $5,453+7.1% | $6,407-8.8% |
| Admin fee / account holder | $2,554 | $16,471-84.5% | $14,116-81.9% | $12,270-79.2% |