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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 | $72,904 | $154,228-52.7% | $145,433-49.9% | $137,256-46.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.12% | 74.59%-57.5pp | 66.58%-49.5pp | 220.34%-203.2pp |
| Employer contribution / active EE | $3,308 | $4,804-31.2% | $4,554-27.4% | $4,156-20.4% |
| Participant deferral / active EE | $9,438 | $8,216+14.9% | $7,897+19.5% | $6,407+47.3% |
| Admin fee / account holder | $1,175 | $14,344-91.8% | $13,129-91.0% | $12,270-90.4% |