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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 | $118,759 | $209,336-43.3% | $197,124-39.8% | $137,256-13.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.30% | 48.09%-34.8pp | 44.34%-31.0pp | 220.34%-207.0pp |
| Employer contribution / active EE | $2,303 | $6,591-65.1% | $6,227-63.0% | $4,156-44.6% |
| Participant deferral / active EE | $10,396 | $9,614+8.1% | $9,135+13.8% | $6,407+62.3% |
| Admin fee / account holder | $1,070 | $17,308-93.8% | $16,298-93.4% | $12,270-91.3% |