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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 | $52,258 | $139,948-62.7% | $121,663-57.0% | $154,746-66.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 13.21% | 230.52%-217.3pp | 147.54%-134.3pp | 172.34%-159.1pp |
| Employer contribution / active EE | $3,729 | $3,521+5.9% | $3,020+23.5% | $4,379-14.8% |
| Participant deferral / active EE | $9,166 | $5,629+62.8% | $4,887+87.6% | $6,730+36.2% |
| Admin fee / account holder | $1,364 | $17,321-92.1% | $14,289-90.5% | $14,365-90.5% |