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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 | $114,135 | $181,062-37.0% | $158,223-27.9% | $155,188-26.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 19.30% | 57.39%-38.1pp | 52.09%-32.8pp | 148.84%-129.5pp |
| Employer contribution / active EE | $4,940 | $4,565+8.2% | $4,109+20.2% | $4,248+16.3% |
| Participant deferral / active EE | $10,394 | $6,134+69.4% | $5,467+90.1% | $6,531+59.1% |
| Admin fee / account holder | $1,664 | $18,825-91.2% | $16,047-89.6% | $14,480-88.5% |