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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 | $101,802 | $154,228-34.0% | $145,433-30.0% | $137,256-25.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.00% | 74.59%-59.6pp | 66.58%-51.6pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,871 | $4,804-61.0% | $4,554-58.9% | $4,156-55.0% |
| Participant deferral / active EE | $11,211 | $8,216+36.4% | $7,897+42.0% | $6,407+75.0% |
| Admin fee / account holder | $625 | $14,344-95.6% | $13,129-95.2% | $12,270-94.9% |