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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 | $32,390 | $162,136-80.0% | $152,301-78.7% | $154,746-79.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 21.12% | 91.02%-69.9pp | 80.50%-59.4pp | 172.34%-151.2pp |
| Employer contribution / active EE | $4,408 | $4,890-9.9% | $4,624-4.7% | $4,379+0.6% |
| Participant deferral / active EE | $11,022 | $8,341+32.1% | $8,004+37.7% | $6,730+63.8% |
| Admin fee / account holder | $6,056 | $15,759-61.6% | $14,398-57.9% | $14,365-57.8% |