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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 | $156,398-62.7% | $147,318-60.5% | $138,895-58.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.39% | 78.75%-59.4pp | 70.43%-51.0pp | 145.39%-126.0pp |
| Employer contribution / active EE | $5,014 | $4,853+3.3% | $4,593+9.2% | $4,194+19.5% |
| Participant deferral / active EE | $10,547 | $8,237+28.0% | $7,906+33.4% | $6,396+64.9% |
| Admin fee / account holder | $15,290 | $14,976+2.1% | $13,708+11.5% | $12,562+21.7% |