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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 | $124,413 | $156,398-20.5% | $147,318-15.5% | $138,895-10.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.18% | 78.75%-60.6pp | 70.43%-52.3pp | 145.39%-127.2pp |
| Employer contribution / active EE | $2,487 | $4,853-48.8% | $4,593-45.8% | $4,194-40.7% |
| Participant deferral / active EE | $6,914 | $8,237-16.1% | $7,906-12.6% | $6,396+8.1% |
| Admin fee / account holder | $2,931 | $14,976-80.4% | $13,708-78.6% | $12,562-76.7% |