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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 | $32,203 | $181,062-82.2% | $158,223-79.6% | $155,188-79.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 21.27% | 57.39%-36.1pp | 52.09%-30.8pp | 148.84%-127.6pp |
| Employer contribution / active EE | $5,348 | $4,565+17.2% | $4,109+30.2% | $4,248+25.9% |
| Participant deferral / active EE | $6,737 | $6,134+9.8% | $5,467+23.2% | $6,531+3.2% |
| Admin fee / account holder | $400 | $18,825-97.9% | $16,047-97.5% | $14,480-97.2% |