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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 | $100,932 | $162,136-37.7% | $152,301-33.7% | $154,746-34.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 20.09% | 91.02%-70.9pp | 80.50%-60.4pp | 172.34%-152.3pp |
| Employer contribution / active EE | $1,275 | $4,890-73.9% | $4,624-72.4% | $4,379-70.9% |
| Participant deferral / active EE | $2,850 | $8,341-65.8% | $8,004-64.4% | $6,730-57.7% |
| Admin fee / account holder | $1,479 | $15,759-90.6% | $14,398-89.7% | $14,365-89.7% |