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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 | $67,467 | $209,336-67.8% | $197,124-65.8% | $137,256-50.8% |
| Participation rate | 90.0% | 87.3%+2.7pp | 86.7%+3.3pp | 80.0%+10.0pp |
| Annual return | 21.48% | 48.09%-26.6pp | 44.34%-22.9pp | 220.34%-198.9pp |
| Employer contribution / active EE | $10,131 | $6,591+53.7% | $6,227+62.7% | $4,156+143.8% |
| Participant deferral / active EE | $5,516 | $9,614-42.6% | $9,135-39.6% | $6,407-13.9% |
| Admin fee / account holder | $1,556 | $17,308-91.0% | $16,298-90.5% | $12,270-87.3% |