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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 | $50,903 | $178,174-71.4% | $156,181-67.4% | $137,256-62.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.05% | 84.19%-68.1pp | 64.87%-48.8pp | 220.34%-204.3pp |
| Employer contribution / active EE | $5,102 | $4,972+2.6% | $4,294+18.8% | $4,156+22.7% |
| Participant deferral / active EE | $17,808 | $6,888+158.5% | $6,132+190.4% | $6,407+177.9% |
| Admin fee / account holder | $7,068 | $17,404-59.4% | $14,586-51.5% | $12,270-42.4% |