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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 | $113,592 | $154,228-26.3% | $145,433-21.9% | $137,256-17.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.13% | 74.59%-52.5pp | 66.58%-44.4pp | 220.34%-198.2pp |
| Employer contribution / active EE | $2,169 | $4,804-54.9% | $4,554-52.4% | $4,156-47.8% |
| Participant deferral / active EE | $5,194 | $8,216-36.8% | $7,897-34.2% | $6,407-18.9% |
| Admin fee / account holder | $1,706 | $14,344-88.1% | $13,129-87.0% | $12,270-86.1% |