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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 | $174,379-75.6% | $152,093-72.0% | $138,895-69.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 67.33% | 74.86%-7.5pp | 66.36%+1.0pp | 145.39%-78.1pp |
| Employer contribution / active EE | $3,777 | $4,652-18.8% | $4,175-9.5% | $4,194-9.9% |
| Participant deferral / active EE | $6,458 | $6,159+4.9% | $5,451+18.5% | $6,396+1.0% |
| Admin fee / account holder | $716 | $16,880-95.8% | $14,497-95.1% | $12,562-94.3% |