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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 | $67,594 | $154,228-56.2% | $145,433-53.5% | $137,256-50.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.71% | 74.59%-57.9pp | 66.58%-49.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $5,241 | $4,804+9.1% | $4,554+15.1% | $4,156+26.1% |
| Participant deferral / active EE | $14,555 | $8,216+77.1% | $7,897+84.3% | $6,407+127.2% |
| Admin fee / account holder | $6,205 | $14,344-56.7% | $13,129-52.7% | $12,270-49.4% |