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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 | $140,405 | $223,823-37.3% | $211,142-33.5% | $154,746-9.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 20.21% | 50.39%-30.2pp | 46.84%-26.6pp | 172.34%-152.1pp |
| Employer contribution / active EE | $4,543 | $6,787-33.1% | $6,442-29.5% | $4,379+3.7% |
| Participant deferral / active EE | $9,574 | $9,750-1.8% | $9,284+3.1% | $6,730+42.2% |
| Admin fee / account holder | $8,267 | $19,707-58.1% | $19,076-56.7% | $14,365-42.5% |