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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 | $59,426 | $154,228-61.5% | $145,433-59.1% | $137,256-56.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.79% | 74.59%-53.8pp | 66.58%-45.8pp | 220.34%-199.6pp |
| Employer contribution / active EE | $5,602 | $4,804+16.6% | $4,554+23.0% | $4,156+34.8% |
| Participant deferral / active EE | $13,843 | $8,216+68.5% | $7,897+75.3% | $6,407+116.1% |
| Admin fee / account holder | $7,959 | $14,344-44.5% | $13,129-39.4% | $12,270-35.1% |