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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 | $96,640 | $174,379-44.6% | $152,093-36.5% | $138,895-30.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 23.38% | 74.86%-51.5pp | 66.36%-43.0pp | 145.39%-122.0pp |
| Employer contribution / active EE | $3,076 | $4,652-33.9% | $4,175-26.3% | $4,194-26.7% |
| Participant deferral / active EE | $7,710 | $6,159+25.2% | $5,451+41.4% | $6,396+20.5% |
| Admin fee / account holder | $698 | $16,880-95.9% | $14,497-95.2% | $12,562-94.4% |