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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 | $43,257 | $154,228-72.0% | $145,433-70.3% | $137,256-68.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.19% | 74.59%-55.4pp | 66.58%-47.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,555 | $4,804-67.6% | $4,554-65.9% | $4,156-62.6% |
| Participant deferral / active EE | $12,048 | $8,216+46.6% | $7,897+52.6% | $6,407+88.0% |
| Admin fee / account holder | $422 | $14,344-97.1% | $13,129-96.8% | $12,270-96.6% |