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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 | $63,007 | $181,062-65.2% | $158,223-60.2% | $155,188-59.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 16.40% | 57.39%-41.0pp | 52.09%-35.7pp | 148.84%-132.4pp |
| Employer contribution / active EE | $4,087 | $4,565-10.5% | $4,109-0.5% | $4,248-3.8% |
| Participant deferral / active EE | $9,229 | $6,134+50.4% | $5,467+68.8% | $6,531+41.3% |
| Admin fee / account holder | $795 | $18,825-95.8% | $16,047-95.0% | $14,480-94.5% |