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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 | $34,842 | $185,312-81.2% | $161,489-78.4% | $154,746-77.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.48% | 103.84%-84.4pp | 89.72%-70.2pp | 172.34%-152.9pp |
| Employer contribution / active EE | $2,334 | $4,769-51.1% | $4,268-45.3% | $4,379-46.7% |
| Participant deferral / active EE | $2,458 | $6,350-61.3% | $5,630-56.3% | $6,730-63.5% |
| Admin fee / account holder | $1,946 | $18,654-89.6% | $16,006-87.8% | $14,365-86.5% |