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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 | $112,890 | $156,398-27.8% | $147,318-23.4% | $138,895-18.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 45.70% | 78.75%-33.1pp | 70.43%-24.7pp | 145.39%-99.7pp |
| Employer contribution / active EE | $1,600 | $4,853-67.0% | $4,593-65.2% | $4,194-61.9% |
| Participant deferral / active EE | $4,349 | $8,237-47.2% | $7,906-45.0% | $6,396-32.0% |
| Admin fee / account holder | $1,424 | $14,976-90.5% | $13,708-89.6% | $12,562-88.7% |