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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 | $88,002 | $155,555-43.4% | $146,866-40.1% | $155,188-43.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 21.07% | 115.41%-94.3pp | 102.85%-81.8pp | 148.84%-127.8pp |
| Employer contribution / active EE | $2,182 | $4,647-53.0% | $4,425-50.7% | $4,248-48.6% |
| Participant deferral / active EE | $7,010 | $8,044-12.9% | $7,759-9.7% | $6,531+7.3% |
| Admin fee / account holder | $544 | $14,755-96.3% | $13,620-96.0% | $14,480-96.2% |