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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 | $88,880 | $181,062-50.9% | $158,223-43.8% | $155,188-42.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 16.88% | 57.39%-40.5pp | 52.09%-35.2pp | 148.84%-132.0pp |
| Employer contribution / active EE | $2,803 | $4,565-38.6% | $4,109-31.8% | $4,248-34.0% |
| Participant deferral / active EE | $9,563 | $6,134+55.9% | $5,467+74.9% | $6,531+46.4% |
| Admin fee / account holder | $14,493 | $18,825-23.0% | $16,047-9.7% | $14,480+0.1% |