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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 | $181,062-71.4% | $158,223-67.3% | $155,188-66.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 15.48% | 57.39%-41.9pp | 52.09%-36.6pp | 148.84%-133.4pp |
| Employer contribution / active EE | $5,948 | $4,565+30.3% | $4,109+44.8% | $4,248+40.0% |
| Participant deferral / active EE | $4,842 | $6,134-21.1% | $5,467-11.4% | $6,531-25.9% |
| Admin fee / account holder | $546 | $18,825-97.1% | $16,047-96.6% | $14,480-96.2% |