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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 | $52,435 | $174,379-69.9% | $152,093-65.5% | $138,895-62.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 20.59% | 74.86%-54.3pp | 66.36%-45.8pp | 145.39%-124.8pp |
| Employer contribution / active EE | $2,883 | $4,652-38.0% | $4,175-30.9% | $4,194-31.3% |
| Participant deferral / active EE | $7,970 | $6,159+29.4% | $5,451+46.2% | $6,396+24.6% |
| Admin fee / account holder | $2,340 | $16,880-86.1% | $14,497-83.9% | $12,562-81.4% |