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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 | $84,518 | $154,228-45.2% | $145,433-41.9% | $137,256-38.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.18% | 74.59%-61.4pp | 66.58%-53.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $5,875 | $4,804+22.3% | $4,554+29.0% | $4,156+41.4% |
| Participant deferral / active EE | $7,386 | $8,216-10.1% | $7,897-6.5% | $6,407+15.3% |
| Admin fee / account holder | $2,046 | $14,344-85.7% | $13,129-84.4% | $12,270-83.3% |