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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 | $174,379-47.3% | $152,093-39.5% | $138,895-33.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.46% | 74.86%-58.4pp | 66.36%-49.9pp | 145.39%-128.9pp |
| Employer contribution / active EE | $10,441 | $4,652+124.4% | $4,175+150.1% | $4,194+148.9% |
| Participant deferral / active EE | $3,701 | $6,159-39.9% | $5,451-32.1% | $6,396-42.1% |
| Admin fee / account holder | $2,931 | $16,880-82.6% | $14,497-79.8% | $12,562-76.7% |