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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 | $105,596 | $174,379-39.4% | $152,093-30.6% | $138,895-24.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 14.16% | 74.86%-60.7pp | 66.36%-52.2pp | 145.39%-131.2pp |
| Employer contribution / active EE | $6,124 | $4,652+31.6% | $4,175+46.7% | $4,194+46.0% |
| Participant deferral / active EE | $14,539 | $6,159+136.1% | $5,451+166.7% | $6,396+127.3% |
| Admin fee / account holder | $1,191 | $16,880-92.9% | $14,497-91.8% | $12,562-90.5% |