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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 | $29,778 | $154,228-80.7% | $145,433-79.5% | $137,256-78.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.39% | 74.59%-56.2pp | 66.58%-48.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,762 | $4,804-63.3% | $4,554-61.3% | $4,156-57.6% |
| Participant deferral / active EE | $5,746 | $8,216-30.1% | $7,897-27.2% | $6,407-10.3% |
| Admin fee / account holder | $1,380 | $14,344-90.4% | $13,129-89.5% | $12,270-88.8% |