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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 | $83,858 | $174,379-51.9% | $152,093-44.9% | $138,895-39.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.87% | 74.86%-59.0pp | 66.36%-50.5pp | 145.39%-129.5pp |
| Employer contribution / active EE | $2,185 | $4,652-53.0% | $4,175-47.7% | $4,194-47.9% |
| Participant deferral / active EE | $5,187 | $6,159-15.8% | $5,451-4.9% | $6,396-18.9% |
| Admin fee / account holder | $4,545 | $16,880-73.1% | $14,497-68.6% | $12,562-63.8% |