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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 | $58,260 | $154,228-62.2% | $145,433-59.9% | $137,256-57.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.39% | 74.59%-55.2pp | 66.58%-47.2pp | 220.34%-201.0pp |
| Employer contribution / active EE | $5,014 | $4,804+4.4% | $4,554+10.1% | $4,156+20.6% |
| Participant deferral / active EE | $10,547 | $8,216+28.4% | $7,897+33.5% | $6,407+64.6% |
| Admin fee / account holder | $15,290 | $14,344+6.6% | $13,129+16.5% | $12,270+24.6% |