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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 | $64,794 | $201,344-67.8% | $184,243-64.8% | $145,877-55.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.89% | 29.01%-17.1pp | 28.82%-16.9pp | 551.28%-539.4pp |
| Employer contribution / active EE | $2,460 | $7,022-65.0% | $6,427-61.7% | $4,663-47.2% |
| Participant deferral / active EE | $14,755 | $9,807+50.5% | $9,132+61.6% | $6,691+120.5% |
| Admin fee / account holder | $2,739 | $16,382-83.3% | $13,914-80.3% | $13,402-79.6% |