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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 | $108,810 | $155,555-30.1% | $146,866-25.9% | $155,188-29.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.97% | 115.41%-95.4pp | 102.85%-82.9pp | 148.84%-128.9pp |
| Employer contribution / active EE | $5,385 | $4,647+15.9% | $4,425+21.7% | $4,248+26.8% |
| Participant deferral / active EE | $16,228 | $8,044+101.7% | $7,759+109.1% | $6,531+148.5% |
| Admin fee / account holder | $523 | $14,755-96.5% | $13,620-96.2% | $14,480-96.4% |