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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 | $185,312-41.0% | $161,489-32.3% | $154,746-29.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 25.58% | 103.84%-78.3pp | 89.72%-64.1pp | 172.34%-146.8pp |
| Employer contribution / active EE | $2,240 | $4,769-53.0% | $4,268-47.5% | $4,379-48.8% |
| Participant deferral / active EE | $7,467 | $6,350+17.6% | $5,630+32.6% | $6,730+10.9% |
| Admin fee / account holder | $2,365 | $18,654-87.3% | $16,006-85.2% | $14,365-83.5% |