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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 | $126,025 | $185,312-32.0% | $161,489-22.0% | $154,746-18.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.38% | 103.84%-89.5pp | 89.72%-75.3pp | 172.34%-158.0pp |
| Employer contribution / active EE | $4,751 | $4,769-0.4% | $4,268+11.3% | $4,379+8.5% |
| Participant deferral / active EE | $7,481 | $6,350+17.8% | $5,630+32.9% | $6,730+11.2% |
| Admin fee / account holder | $912 | $18,654-95.1% | $16,006-94.3% | $14,365-93.7% |