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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 | $67,762 | $172,111-60.6% | $150,298-54.9% | $137,256-50.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 27.15% | 69.37%-42.2pp | 62.79%-35.6pp | 220.34%-193.2pp |
| Employer contribution / active EE | $2,960 | $4,636-36.2% | $4,154-28.7% | $4,156-28.8% |
| Participant deferral / active EE | $5,848 | $6,166-5.1% | $5,453+7.3% | $6,407-8.7% |
| Admin fee / account holder | $827 | $16,471-95.0% | $14,116-94.1% | $12,270-93.3% |