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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 | $62,780 | $185,312-66.1% | $161,489-61.1% | $154,746-59.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.40% | 103.84%-90.4pp | 89.72%-76.3pp | 172.34%-158.9pp |
| Employer contribution / active EE | $2,177 | $4,769-54.4% | $4,268-49.0% | $4,379-50.3% |
| Participant deferral / active EE | $4,301 | $6,350-32.3% | $5,630-23.6% | $6,730-36.1% |
| Admin fee / account holder | $450 | $18,654-97.6% | $16,006-97.2% | $14,365-96.9% |