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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 | $56,363 | $155,555-63.8% | $146,866-61.6% | $155,188-63.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 21.28% | 115.41%-94.1pp | 102.85%-81.6pp | 148.84%-127.6pp |
| Employer contribution / active EE | $3,236 | $4,647-30.4% | $4,425-26.9% | $4,248-23.8% |
| Participant deferral / active EE | $13,883 | $8,044+72.6% | $7,759+78.9% | $6,531+112.6% |
| Admin fee / account holder | $370 | $14,755-97.5% | $13,620-97.3% | $14,480-97.4% |