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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 | $63,501 | $196,972-67.8% | $182,262-65.2% | $198,609-68.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 16.08% | 158.27%-142.2pp | 140.60%-124.5pp | 202.70%-186.6pp |
| Employer contribution / active EE | $3,227 | $5,364-39.8% | $5,046-36.0% | $5,055-36.2% |
| Participant deferral / active EE | $10,600 | $8,643+22.6% | $8,276+28.1% | $6,977+51.9% |
| Admin fee / account holder | $388 | $18,429-97.9% | $16,712-97.7% | $19,030-98.0% |