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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 | $61,279 | $172,111-64.4% | $150,298-59.2% | $137,256-55.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.93% | 69.37%-48.4pp | 62.79%-41.9pp | 220.34%-199.4pp |
| Employer contribution / active EE | $4,015 | $4,636-13.4% | $4,154-3.3% | $4,156-3.4% |
| Participant deferral / active EE | $8,702 | $6,166+41.1% | $5,453+59.6% | $6,407+35.8% |
| Admin fee / account holder | $508 | $16,471-96.9% | $14,116-96.4% | $12,270-95.9% |