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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 | $67,116 | $185,312-63.8% | $161,489-58.4% | $154,746-56.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.54% | 103.84%-84.3pp | 89.72%-70.2pp | 172.34%-152.8pp |
| Employer contribution / active EE | $1,830 | $4,769-61.6% | $4,268-57.1% | $4,379-58.2% |
| Participant deferral / active EE | $7,423 | $6,350+16.9% | $5,630+31.9% | $6,730+10.3% |
| Admin fee / account holder | $594 | $18,654-96.8% | $16,006-96.3% | $14,365-95.9% |