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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 | $39,863 | $174,379-77.1% | $152,093-73.8% | $138,895-71.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.38% | 74.86%-59.5pp | 66.36%-51.0pp | 145.39%-130.0pp |
| Employer contribution / active EE | $2,222 | $4,652-52.2% | $4,175-46.8% | $4,194-47.0% |
| Participant deferral / active EE | $9,020 | $6,159+46.4% | $5,451+65.5% | $6,396+41.0% |
| Admin fee / account holder | $557 | $16,880-96.7% | $14,497-96.2% | $12,562-95.6% |