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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 | $51,788 | $185,312-72.1% | $161,489-67.9% | $154,746-66.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.48% | 103.84%-88.4pp | 89.72%-74.2pp | 172.34%-156.9pp |
| Employer contribution / active EE | $5,948 | $4,769+24.7% | $4,268+39.4% | $4,379+35.8% |
| Participant deferral / active EE | $4,842 | $6,350-23.7% | $5,630-14.0% | $6,730-28.1% |
| Admin fee / account holder | $546 | $18,654-97.1% | $16,006-96.6% | $14,365-96.2% |