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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 | $68,305 | $156,398-56.3% | $147,318-53.6% | $138,895-50.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.79% | 78.75%-65.0pp | 70.43%-56.6pp | 145.39%-131.6pp |
| Employer contribution / active EE | $5,777 | $4,853+19.0% | $4,593+25.8% | $4,194+37.7% |
| Participant deferral / active EE | $12,159 | $8,237+47.6% | $7,906+53.8% | $6,396+90.1% |
| Admin fee / account holder | $3,126 | $14,976-79.1% | $13,708-77.2% | $12,562-75.1% |