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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 | $95,457 | $154,228-38.1% | $145,433-34.4% | $137,256-30.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.54% | 74.59%-55.0pp | 66.58%-47.0pp | 220.34%-200.8pp |
| Employer contribution / active EE | $6,888 | $4,804+43.4% | $4,554+51.2% | $4,156+65.7% |
| Participant deferral / active EE | $6,520 | $8,216-20.6% | $7,897-17.4% | $6,407+1.8% |
| Admin fee / account holder | $3,639 | $14,344-74.6% | $13,129-72.3% | $12,270-70.3% |