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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 | $90,411 | $156,398-42.2% | $147,318-38.6% | $138,895-34.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.95% | 78.75%-64.8pp | 70.43%-56.5pp | 145.39%-131.4pp |
| Employer contribution / active EE | $2,684 | $4,853-44.7% | $4,593-41.6% | $4,194-36.0% |
| Participant deferral / active EE | $20,198 | $8,237+145.2% | $7,906+155.5% | $6,396+215.8% |
| Admin fee / account holder | $6,867 | $14,976-54.1% | $13,708-49.9% | $12,562-45.3% |