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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 | $56,015 | $148,629-62.3% | $135,982-58.8% | $139,487-59.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.05% | 79.33%-61.3pp | 68.32%-50.3pp | 373.84%-355.8pp |
| Employer contribution / active EE | $3,791 | $5,247-27.7% | $4,859-22.0% | $4,755-20.3% |
| Participant deferral / active EE | $8,483 | $8,102+4.7% | $7,760+9.3% | $6,713+26.4% |
| Admin fee / account holder | $777 | $12,406-93.7% | $10,767-92.8% | $11,407-93.2% |