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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 | $212,386-33.9% | $199,883-29.8% | $138,895+1.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 20.21% | 47.75%-27.5pp | 43.81%-23.6pp | 145.39%-125.2pp |
| Employer contribution / active EE | $4,543 | $6,625-31.4% | $6,261-27.4% | $4,194+8.3% |
| Participant deferral / active EE | $9,574 | $9,617-0.5% | $9,138+4.8% | $6,396+49.7% |
| Admin fee / account holder | $8,267 | $18,233-54.7% | $17,268-52.1% | $12,562-34.2% |