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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 | $129,813 | $99,053+31.1% | $88,179+47.2% | $138,895-6.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 17.71% | 78.17%-60.5pp | 64.97%-47.3pp | 145.39%-127.7pp |
| Employer contribution / active EE | $3,532 | $2,882+22.6% | $2,549+38.6% | $4,194-15.8% |
| Participant deferral / active EE | $14,620 | $5,225+179.8% | $4,614+216.9% | $6,396+128.6% |
| Admin fee / account holder | $1,278 | $8,748-85.4% | $7,673-83.3% | $12,562-89.8% |