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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 | $162,136-58.3% | $152,301-55.6% | $154,746-56.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.71% | 91.02%-74.3pp | 80.50%-63.8pp | 172.34%-155.6pp |
| Employer contribution / active EE | $5,241 | $4,890+7.2% | $4,624+13.3% | $4,379+19.7% |
| Participant deferral / active EE | $14,555 | $8,341+74.5% | $8,004+81.9% | $6,730+116.3% |
| Admin fee / account holder | $6,205 | $15,759-60.6% | $14,398-56.9% | $14,365-56.8% |