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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 | $64,957 | $185,312-64.9% | $161,489-59.8% | $154,746-58.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.83% | 103.84%-85.0pp | 89.72%-70.9pp | 172.34%-153.5pp |
| Employer contribution / active EE | $2,808 | $4,769-41.1% | $4,268-34.2% | $4,379-35.9% |
| Participant deferral / active EE | $10,567 | $6,350+66.4% | $5,630+87.7% | $6,730+57.0% |
| Admin fee / account holder | $815 | $18,654-95.6% | $16,006-94.9% | $14,365-94.3% |