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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 | $93,093 | $181,062-48.6% | $158,223-41.2% | $155,188-40.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 10.88% | 57.39%-46.5pp | 52.09%-41.2pp | 148.84%-138.0pp |
| Employer contribution / active EE | $2,468 | $4,565-45.9% | $4,109-39.9% | $4,248-41.9% |
| Participant deferral / active EE | $7,088 | $6,134+15.5% | $5,467+29.7% | $6,531+8.5% |
| Admin fee / account holder | $4,200 | $18,825-77.7% | $16,047-73.8% | $14,480-71.0% |