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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 | $112,017 | $154,228-27.4% | $145,433-23.0% | $137,256-18.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.16% | 74.59%-60.4pp | 66.58%-52.4pp | 220.34%-206.2pp |
| Employer contribution / active EE | $3,139 | $4,804-34.7% | $4,554-31.1% | $4,156-24.5% |
| Participant deferral / active EE | $4,848 | $8,216-41.0% | $7,897-38.6% | $6,407-24.3% |
| Admin fee / account holder | $1,442 | $14,344-89.9% | $13,129-89.0% | $12,270-88.2% |