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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 | $63,997 | $185,312-65.5% | $161,489-60.4% | $154,746-58.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.43% | 103.84%-86.4pp | 89.72%-72.3pp | 172.34%-154.9pp |
| Employer contribution / active EE | $4,064 | $4,769-14.8% | $4,268-4.8% | $4,379-7.2% |
| Participant deferral / active EE | $5,222 | $6,350-17.8% | $5,630-7.2% | $6,730-22.4% |
| Admin fee / account holder | $2,191 | $18,654-88.3% | $16,006-86.3% | $14,365-84.8% |