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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 | $138,358 | $156,398-11.5% | $147,318-6.1% | $138,895-0.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.94% | 78.75%-62.8pp | 70.43%-54.5pp | 145.39%-129.5pp |
| Employer contribution / active EE | $2,182 | $4,853-55.0% | $4,593-52.5% | $4,194-48.0% |
| Participant deferral / active EE | $3,288 | $8,237-60.1% | $7,906-58.4% | $6,396-48.6% |
| Admin fee / account holder | $10,768 | $14,976-28.1% | $13,708-21.4% | $12,562-14.3% |