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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 | $68,801 | $156,398-56.0% | $147,318-53.3% | $138,895-50.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.17% | 78.75%-61.6pp | 70.43%-53.3pp | 145.39%-128.2pp |
| Employer contribution / active EE | $1,410 | $4,853-70.9% | $4,593-69.3% | $4,194-66.4% |
| Participant deferral / active EE | $6,581 | $8,237-20.1% | $7,906-16.8% | $6,396+2.9% |
| Admin fee / account holder | $852 | $14,976-94.3% | $13,708-93.8% | $12,562-93.2% |