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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 | $53,335 | $154,228-65.4% | $145,433-63.3% | $137,256-61.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.97% | 74.59%-58.6pp | 66.58%-50.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,838 | $4,804-61.7% | $4,554-59.6% | $4,156-55.8% |
| Participant deferral / active EE | $3,240 | $8,216-60.6% | $7,897-59.0% | $6,407-49.4% |
| Admin fee / account holder | $1,373 | $14,344-90.4% | $13,129-89.5% | $12,270-88.8% |