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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 | $43,218 | $154,228-72.0% | $145,433-70.3% | $137,256-68.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 39.76% | 74.59%-34.8pp | 66.58%-26.8pp | 220.34%-180.6pp |
| Employer contribution / active EE | $2,972 | $4,804-38.1% | $4,554-34.8% | $4,156-28.5% |
| Participant deferral / active EE | $6,351 | $8,216-22.7% | $7,897-19.6% | $6,407-0.9% |
| Admin fee / account holder | $505 | $14,344-96.5% | $13,129-96.2% | $12,270-95.9% |