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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 | $72,890 | $154,228-52.7% | $145,433-49.9% | $137,256-46.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.07% | 74.59%-56.5pp | 66.58%-48.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $2,291 | $4,804-52.3% | $4,554-49.7% | $4,156-44.9% |
| Participant deferral / active EE | $12,917 | $8,216+57.2% | $7,897+63.6% | $6,407+101.6% |
| Admin fee / account holder | $7,133 | $14,344-50.3% | $13,129-45.7% | $12,270-41.9% |