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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 | $91,971 | $185,312-50.4% | $161,489-43.0% | $154,746-40.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.46% | 103.84%-87.4pp | 89.72%-73.3pp | 172.34%-155.9pp |
| Employer contribution / active EE | $10,441 | $4,769+118.9% | $4,268+144.6% | $4,379+138.4% |
| Participant deferral / active EE | $3,701 | $6,350-41.7% | $5,630-34.3% | $6,730-45.0% |
| Admin fee / account holder | $2,931 | $18,654-84.3% | $16,006-81.7% | $14,365-79.6% |