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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 | $181,062-62.9% | $158,223-57.6% | $155,188-56.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 19.54% | 57.39%-37.8pp | 52.09%-32.6pp | 148.84%-129.3pp |
| Employer contribution / active EE | $1,830 | $4,565-59.9% | $4,109-55.5% | $4,248-56.9% |
| Participant deferral / active EE | $7,423 | $6,134+21.0% | $5,467+35.8% | $6,531+13.7% |
| Admin fee / account holder | $594 | $18,825-96.8% | $16,047-96.3% | $14,480-95.9% |