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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 | $38,482 | $154,228-75.0% | $145,433-73.5% | $137,256-72.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.95% | 74.59%-55.6pp | 66.58%-47.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $5,093 | $4,804+6.0% | $4,554+11.8% | $4,156+22.5% |
| Participant deferral / active EE | $10,799 | $8,216+31.4% | $7,897+36.7% | $6,407+68.6% |
| Admin fee / account holder | $1,588 | $14,344-88.9% | $13,129-87.9% | $12,270-87.1% |