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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 | $42,606 | $172,111-75.2% | $150,298-71.7% | $137,256-69.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 67.33% | 69.37%-2.0pp | 62.79%+4.5pp | 220.34%-153.0pp |
| Employer contribution / active EE | $3,777 | $4,636-18.5% | $4,154-9.1% | $4,156-9.1% |
| Participant deferral / active EE | $6,458 | $6,166+4.7% | $5,453+18.4% | $6,407+0.8% |
| Admin fee / account holder | $716 | $16,471-95.7% | $14,116-94.9% | $12,270-94.2% |