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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 | $117,122 | $102,938+13.8% | $94,105+24.5% | $138,895-15.7% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 16.37% | 250.28%-233.9pp | 204.55%-188.2pp | 145.39%-129.0pp |
| Employer contribution / active EE | $1,814 | $2,732-33.6% | $2,504-27.6% | $4,194-56.8% |
| Participant deferral / active EE | $5,242 | $4,196+24.9% | $3,881+35.1% | $6,396-18.0% |
| Admin fee / account holder | $2,284 | $6,600-65.4% | $6,199-63.2% | $12,562-81.8% |