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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 | $60,026 | $174,379-65.6% | $152,093-60.5% | $138,895-56.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.31% | 74.86%-59.6pp | 66.36%-51.1pp | 145.39%-130.1pp |
| Employer contribution / active EE | $2,064 | $4,652-55.6% | $4,175-50.6% | $4,194-50.8% |
| Participant deferral / active EE | $8,315 | $6,159+35.0% | $5,451+52.5% | $6,396+30.0% |
| Admin fee / account holder | $690 | $16,880-95.9% | $14,497-95.2% | $12,562-94.5% |