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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 | $106,030 | $162,136-34.6% | $152,301-30.4% | $154,746-31.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 20.66% | 91.02%-70.4pp | 80.50%-59.8pp | 172.34%-151.7pp |
| Employer contribution / active EE | $5,004 | $4,890+2.3% | $4,624+8.2% | $4,379+14.3% |
| Participant deferral / active EE | $7,171 | $8,341-14.0% | $8,004-10.4% | $6,730+6.5% |
| Admin fee / account holder | $2,171 | $15,759-86.2% | $14,398-84.9% | $14,365-84.9% |