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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 | $53,353 | $185,312-71.2% | $161,489-67.0% | $154,746-65.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.77% | 103.84%-89.1pp | 89.72%-74.9pp | 172.34%-157.6pp |
| Employer contribution / active EE | $3,033 | $4,769-36.4% | $4,268-28.9% | $4,379-30.7% |
| Participant deferral / active EE | $4,929 | $6,350-22.4% | $5,630-12.5% | $6,730-26.8% |
| Admin fee / account holder | $1,858 | $18,654-90.0% | $16,006-88.4% | $14,365-87.1% |