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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 | $98,072 | $156,398-37.3% | $147,318-33.4% | $138,895-29.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.03% | 78.75%-61.7pp | 70.43%-53.4pp | 145.39%-128.4pp |
| Employer contribution / active EE | $2,852 | $4,853-41.2% | $4,593-37.9% | $4,194-32.0% |
| Participant deferral / active EE | $5,839 | $8,237-29.1% | $7,906-26.2% | $6,396-8.7% |
| Admin fee / account holder | $8,863 | $14,976-40.8% | $13,708-35.3% | $12,562-29.4% |