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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 | $96,056 | $185,312-48.2% | $161,489-40.5% | $154,746-37.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.41% | 103.84%-88.4pp | 89.72%-74.3pp | 172.34%-156.9pp |
| Employer contribution / active EE | $2,876 | $4,769-39.7% | $4,268-32.6% | $4,379-34.3% |
| Participant deferral / active EE | $9,144 | $6,350+44.0% | $5,630+62.4% | $6,730+35.9% |
| Admin fee / account holder | $6,118 | $18,654-67.2% | $16,006-61.8% | $14,365-57.4% |