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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 | $110,983 | $185,312-40.1% | $161,489-31.3% | $154,746-28.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.40% | 103.84%-85.4pp | 89.72%-71.3pp | 172.34%-153.9pp |
| Employer contribution / active EE | $5,999 | $4,769+25.8% | $4,268+40.5% | $4,379+37.0% |
| Participant deferral / active EE | $10,998 | $6,350+73.2% | $5,630+95.3% | $6,730+63.4% |
| Admin fee / account holder | $13,416 | $18,654-28.1% | $16,006-16.2% | $14,365-6.6% |