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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 | $88,996 | $174,379-49.0% | $152,093-41.5% | $138,895-35.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.64% | 74.86%-59.2pp | 66.36%-50.7pp | 145.39%-129.8pp |
| Employer contribution / active EE | $5,878 | $4,652+26.4% | $4,175+40.8% | $4,194+40.1% |
| Participant deferral / active EE | $5,892 | $6,159-4.3% | $5,451+8.1% | $6,396-7.9% |
| Admin fee / account holder | $1,907 | $16,880-88.7% | $14,497-86.8% | $12,562-84.8% |