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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 | $140,115 | $183,592-23.7% | $155,574-9.9% | $145,877-3.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.12% | 61.37%-49.3pp | 64.87%-52.7pp | 551.28%-539.2pp |
| Employer contribution / active EE | $3,114 | $5,317-41.4% | $4,676-33.4% | $4,663-33.2% |
| Participant deferral / active EE | $5,884 | $6,466-9.0% | $5,629+4.5% | $6,691-12.1% |
| Admin fee / account holder | $646 | $19,316-96.7% | $15,914-95.9% | $13,402-95.2% |