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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 | $24,916 | $185,312-86.6% | $161,489-84.6% | $154,746-83.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.48% | 103.84%-85.4pp | 89.72%-71.2pp | 172.34%-153.9pp |
| Employer contribution / active EE | $1,509 | $4,769-68.4% | $4,268-64.6% | $4,379-65.5% |
| Participant deferral / active EE | $2,102 | $6,350-66.9% | $5,630-62.7% | $6,730-68.8% |
| Admin fee / account holder | $1,181 | $18,654-93.7% | $16,006-92.6% | $14,365-91.8% |