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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 | $104,594 | $155,555-32.8% | $146,866-28.8% | $155,188-32.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.99% | 115.41%-96.4pp | 102.85%-83.9pp | 148.84%-129.8pp |
| Employer contribution / active EE | $1,298 | $4,647-72.1% | $4,425-70.7% | $4,248-69.4% |
| Participant deferral / active EE | $11,300 | $8,044+40.5% | $7,759+45.6% | $6,531+73.0% |
| Admin fee / account holder | $693 | $14,755-95.3% | $13,620-94.9% | $14,480-95.2% |