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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 | $112,323 | $181,062-38.0% | $158,223-29.0% | $155,188-27.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 17.05% | 57.39%-40.3pp | 52.09%-35.0pp | 148.84%-131.8pp |
| Employer contribution / active EE | $3,216 | $4,565-29.5% | $4,109-21.7% | $4,248-24.3% |
| Participant deferral / active EE | $10,418 | $6,134+69.8% | $5,467+90.6% | $6,531+59.5% |
| Admin fee / account holder | $1,551 | $18,825-91.8% | $16,047-90.3% | $14,480-89.3% |