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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 | $204,332 | $155,555+31.4% | $146,866+39.1% | $155,188+31.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 15.24% | 115.41%-100.2pp | 102.85%-87.6pp | 148.84%-133.6pp |
| Employer contribution / active EE | $1,267 | $4,647-72.7% | $4,425-71.4% | $4,248-70.2% |
| Participant deferral / active EE | $5,678 | $8,044-29.4% | $7,759-26.8% | $6,531-13.1% |
| Admin fee / account holder | $1,656 | $14,755-88.8% | $13,620-87.8% | $14,480-88.6% |