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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 | $96,981 | $185,312-47.7% | $161,489-39.9% | $154,746-37.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.20% | 103.84%-87.6pp | 89.72%-73.5pp | 172.34%-156.1pp |
| Employer contribution / active EE | $1,709 | $4,769-64.2% | $4,268-60.0% | $4,379-61.0% |
| Participant deferral / active EE | $3,761 | $6,350-40.8% | $5,630-33.2% | $6,730-44.1% |
| Admin fee / account holder | $1,956 | $18,654-89.5% | $16,006-87.8% | $14,365-86.4% |