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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 | $75,675 | $185,312-59.2% | $161,489-53.1% | $154,746-51.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 20.54% | 103.84%-83.3pp | 89.72%-69.2pp | 172.34%-151.8pp |
| Employer contribution / active EE | $2,721 | $4,769-42.9% | $4,268-36.2% | $4,379-37.9% |
| Participant deferral / active EE | $4,350 | $6,350-31.5% | $5,630-22.7% | $6,730-35.4% |
| Admin fee / account holder | $942 | $18,654-94.9% | $16,006-94.1% | $14,365-93.4% |