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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 | $116,202 | $156,398-25.7% | $147,318-21.1% | $138,895-16.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.12% | 78.75%-62.6pp | 70.43%-54.3pp | 145.39%-129.3pp |
| Employer contribution / active EE | $2,640 | $4,853-45.6% | $4,593-42.5% | $4,194-37.1% |
| Participant deferral / active EE | $10,336 | $8,237+25.5% | $7,906+30.7% | $6,396+61.6% |
| Admin fee / account holder | $749 | $14,976-95.0% | $13,708-94.5% | $12,562-94.0% |