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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 | $48,739 | $154,228-68.4% | $145,433-66.5% | $137,256-64.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.69% | 74.59%-57.9pp | 66.58%-49.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,079 | $4,804-77.5% | $4,554-76.3% | $4,156-74.0% |
| Participant deferral / active EE | $8,865 | $8,216+7.9% | $7,897+12.2% | $6,407+38.4% |
| Admin fee / account holder | $1,706 | $14,344-88.1% | $13,129-87.0% | $12,270-86.1% |