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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 | $55,557 | $174,379-68.1% | $152,093-63.5% | $138,895-60.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.37% | 74.86%-58.5pp | 66.36%-50.0pp | 145.39%-129.0pp |
| Employer contribution / active EE | $2,679 | $4,652-42.4% | $4,175-35.8% | $4,194-36.1% |
| Participant deferral / active EE | $11,250 | $6,159+82.7% | $5,451+106.4% | $6,396+75.9% |
| Admin fee / account holder | $2,116 | $16,880-87.5% | $14,497-85.4% | $12,562-83.2% |