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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 | $94,160 | $181,062-48.0% | $158,223-40.5% | $155,188-39.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 15.36% | 57.39%-42.0pp | 52.09%-36.7pp | 148.84%-133.5pp |
| Employer contribution / active EE | $2,080 | $4,565-54.4% | $4,109-49.4% | $4,248-51.0% |
| Participant deferral / active EE | $2,792 | $6,134-54.5% | $5,467-48.9% | $6,531-57.3% |
| Admin fee / account holder | $3,824 | $18,825-79.7% | $16,047-76.2% | $14,480-73.6% |