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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 | $62,242 | $174,379-64.3% | $152,093-59.1% | $138,895-55.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.69% | 74.86%-59.2pp | 66.36%-50.7pp | 145.39%-129.7pp |
| Employer contribution / active EE | $1,008 | $4,652-78.3% | $4,175-75.9% | $4,194-76.0% |
| Participant deferral / active EE | $2,135 | $6,159-65.3% | $5,451-60.8% | $6,396-66.6% |
| Admin fee / account holder | $5,206 | $16,880-69.2% | $14,497-64.1% | $12,562-58.6% |