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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 | $123,774 | $181,062-31.6% | $158,223-21.8% | $155,188-20.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 12.38% | 57.39%-45.0pp | 52.09%-39.7pp | 148.84%-136.5pp |
| Employer contribution / active EE | $1,307 | $4,565-71.4% | $4,109-68.2% | $4,248-69.2% |
| Participant deferral / active EE | $11,460 | $6,134+86.8% | $5,467+109.6% | $6,531+75.5% |
| Admin fee / account holder | $1,928 | $18,825-89.8% | $16,047-88.0% | $14,480-86.7% |