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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 | $65,697 | $174,379-62.3% | $152,093-56.8% | $138,895-52.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.04% | 74.86%-58.8pp | 66.36%-50.3pp | 145.39%-129.4pp |
| Employer contribution / active EE | $3,481 | $4,652-25.2% | $4,175-16.6% | $4,194-17.0% |
| Participant deferral / active EE | $4,033 | $6,159-34.5% | $5,451-26.0% | $6,396-36.9% |
| Admin fee / account holder | $1,792 | $16,880-89.4% | $14,497-87.6% | $12,562-85.7% |