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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 | $108,981 | $174,379-37.5% | $152,093-28.3% | $138,895-21.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 18.29% | 74.86%-56.6pp | 66.36%-48.1pp | 145.39%-127.1pp |
| Employer contribution / active EE | $11,923 | $4,652+156.3% | $4,175+185.6% | $4,194+184.3% |
| Participant deferral / active EE | $4,855 | $6,159-21.2% | $5,451-10.9% | $6,396-24.1% |
| Admin fee / account holder | $907 | $16,880-94.6% | $14,497-93.7% | $12,562-92.8% |