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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 | $113,966 | $156,398-27.1% | $147,318-22.6% | $138,895-17.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.49% | 78.75%-63.3pp | 70.43%-54.9pp | 145.39%-129.9pp |
| Employer contribution / active EE | $4,611 | $4,853-5.0% | $4,593+0.4% | $4,194+9.9% |
| Participant deferral / active EE | $5,370 | $8,237-34.8% | $7,906-32.1% | $6,396-16.1% |
| Admin fee / account holder | $10,684 | $14,976-28.7% | $13,708-22.1% | $12,562-14.9% |