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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 | $61,695 | $183,592-66.4% | $155,574-60.3% | $145,877-57.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.18% | 61.37%-47.2pp | 64.87%-50.7pp | 551.28%-537.1pp |
| Employer contribution / active EE | $5,109 | $5,317-3.9% | $4,676+9.3% | $4,663+9.6% |
| Participant deferral / active EE | $7,667 | $6,466+18.6% | $5,629+36.2% | $6,691+14.6% |
| Admin fee / account holder | $581 | $19,316-97.0% | $15,914-96.3% | $13,402-95.7% |