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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 | $74,748 | $174,379-57.1% | $152,093-50.9% | $138,895-46.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 14.37% | 74.86%-60.5pp | 66.36%-52.0pp | 145.39%-131.0pp |
| Employer contribution / active EE | $2,533 | $4,652-45.6% | $4,175-39.3% | $4,194-39.6% |
| Participant deferral / active EE | $3,944 | $6,159-36.0% | $5,451-27.7% | $6,396-38.3% |
| Admin fee / account holder | $1,513 | $16,880-91.0% | $14,497-89.6% | $12,562-88.0% |