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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 | $104,867 | $156,398-32.9% | $147,318-28.8% | $138,895-24.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.35% | 78.75%-59.4pp | 70.43%-51.1pp | 145.39%-126.0pp |
| Employer contribution / active EE | $5,631 | $4,853+16.0% | $4,593+22.6% | $4,194+34.3% |
| Participant deferral / active EE | $8,708 | $8,237+5.7% | $7,906+10.1% | $6,396+36.1% |
| Admin fee / account holder | $1,044 | $14,976-93.0% | $13,708-92.4% | $12,562-91.7% |