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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 | $56,806 | $139,948-59.4% | $121,663-53.3% | $154,746-63.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 16.84% | 230.52%-213.7pp | 147.54%-130.7pp | 172.34%-155.5pp |
| Employer contribution / active EE | $9,170 | $3,521+160.4% | $3,020+203.6% | $4,379+109.4% |
| Participant deferral / active EE | $7,688 | $5,629+36.6% | $4,887+57.3% | $6,730+14.2% |
| Admin fee / account holder | $1,603 | $17,321-90.7% | $14,289-88.8% | $14,365-88.8% |