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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 | $138,853 | $181,062-23.3% | $158,223-12.2% | $155,188-10.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 36.21% | 57.39%-21.2pp | 52.09%-15.9pp | 148.84%-112.6pp |
| Employer contribution / active EE | $10,967 | $4,565+140.3% | $4,109+166.9% | $4,248+158.2% |
| Participant deferral / active EE | $6,200 | $6,134+1.1% | $5,467+13.4% | $6,531-5.1% |
| Admin fee / account holder | $1,076 | $18,825-94.3% | $16,047-93.3% | $14,480-92.6% |