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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 | $109,378 | $174,379-37.3% | $152,093-28.1% | $138,895-21.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 25.58% | 74.86%-49.3pp | 66.36%-40.8pp | 145.39%-119.8pp |
| Employer contribution / active EE | $2,240 | $4,652-51.8% | $4,175-46.3% | $4,194-46.6% |
| Participant deferral / active EE | $7,467 | $6,159+21.2% | $5,451+37.0% | $6,396+16.7% |
| Admin fee / account holder | $2,365 | $16,880-86.0% | $14,497-83.7% | $12,562-81.2% |