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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 | $174,379-46.0% | $152,093-38.1% | $138,895-32.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.36% | 74.86%-59.5pp | 66.36%-51.0pp | 145.39%-130.0pp |
| Employer contribution / active EE | $2,080 | $4,652-55.3% | $4,175-50.2% | $4,194-50.4% |
| Participant deferral / active EE | $2,792 | $6,159-54.7% | $5,451-48.8% | $6,396-56.3% |
| Admin fee / account holder | $3,824 | $16,880-77.3% | $14,497-73.6% | $12,562-69.6% |