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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 | $94,971 | $174,379-45.5% | $152,093-37.6% | $138,895-31.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 20.49% | 74.86%-54.4pp | 66.36%-45.9pp | 145.39%-124.9pp |
| Employer contribution / active EE | $1,224 | $4,652-73.7% | $4,175-70.7% | $4,194-70.8% |
| Participant deferral / active EE | $6,876 | $6,159+11.6% | $5,451+26.1% | $6,396+7.5% |
| Admin fee / account holder | $434 | $16,880-97.4% | $14,497-97.0% | $12,562-96.5% |