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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 | $74,961 | $162,136-53.8% | $152,301-50.8% | $154,746-51.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 21.30% | 91.02%-69.7pp | 80.50%-59.2pp | 172.34%-151.0pp |
| Employer contribution / active EE | $2,935 | $4,890-40.0% | $4,624-36.5% | $4,379-33.0% |
| Participant deferral / active EE | $19,190 | $8,341+130.1% | $8,004+139.8% | $6,730+185.1% |
| Admin fee / account holder | $470 | $15,759-97.0% | $14,398-96.7% | $14,365-96.7% |