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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 | $105,072 | $154,228-31.9% | $145,433-27.8% | $137,256-23.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.62% | 74.59%-57.0pp | 66.58%-49.0pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,369 | $4,804-71.5% | $4,554-70.0% | $4,156-67.1% |
| Participant deferral / active EE | $6,972 | $8,216-15.1% | $7,897-11.7% | $6,407+8.8% |
| Admin fee / account holder | $660 | $14,344-95.4% | $13,129-95.0% | $12,270-94.6% |