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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 | $103,043 | $172,111-40.1% | $150,298-31.4% | $137,256-24.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.32% | 69.37%-53.1pp | 62.79%-46.5pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,362 | $4,636-70.6% | $4,154-67.2% | $4,156-67.2% |
| Participant deferral / active EE | $5,625 | $6,166-8.8% | $5,453+3.2% | $6,407-12.2% |
| Admin fee / account holder | $651 | $16,471-96.0% | $14,116-95.4% | $12,270-94.7% |