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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 | $51,431 | $181,062-71.6% | $158,223-67.5% | $155,188-66.9% |
| Participation rate | 94.1% | 82.7%+11.5pp | 79.2%+14.9pp | 80.8%+13.3pp |
| Annual return | 15.25% | 57.39%-42.1pp | 52.09%-36.8pp | 148.84%-133.6pp |
| Employer contribution / active EE | $4,179 | $4,565-8.5% | $4,109+1.7% | $4,248-1.6% |
| Participant deferral / active EE | $2,659 | $6,134-56.7% | $5,467-51.4% | $6,531-59.3% |
| Admin fee / account holder | $380 | $18,825-98.0% | $16,047-97.6% | $14,480-97.4% |