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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 | $62,691 | $181,062-65.4% | $158,223-60.4% | $155,188-59.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 21.73% | 57.39%-35.7pp | 52.09%-30.4pp | 148.84%-127.1pp |
| Employer contribution / active EE | $2,063 | $4,565-54.8% | $4,109-49.8% | $4,248-51.4% |
| Participant deferral / active EE | $2,685 | $6,134-56.2% | $5,467-50.9% | $6,531-58.9% |
| Admin fee / account holder | $576 | $18,825-96.9% | $16,047-96.4% | $14,480-96.0% |