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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 | $145,803 | $174,379-16.4% | $152,093-4.1% | $138,895+5.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.53% | 74.86%-58.3pp | 66.36%-49.8pp | 145.39%-128.9pp |
| Employer contribution / active EE | $1,175 | $4,652-74.7% | $4,175-71.9% | $4,194-72.0% |
| Participant deferral / active EE | $4,091 | $6,159-33.6% | $5,451-25.0% | $6,396-36.0% |
| Admin fee / account holder | $2,730 | $16,880-83.8% | $14,497-81.2% | $12,562-78.3% |