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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 | $185,312-66.9% | $161,489-62.1% | $154,746-60.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 20.93% | 103.84%-82.9pp | 89.72%-68.8pp | 172.34%-151.4pp |
| Employer contribution / active EE | $4,015 | $4,769-15.8% | $4,268-5.9% | $4,379-8.3% |
| Participant deferral / active EE | $8,702 | $6,350+37.0% | $5,630+54.6% | $6,730+29.3% |
| Admin fee / account holder | $508 | $18,654-97.3% | $16,006-96.8% | $14,365-96.5% |