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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 | $37,497 | $154,228-75.7% | $145,433-74.2% | $137,256-72.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.22% | 74.59%-52.4pp | 66.58%-44.4pp | 220.34%-198.1pp |
| Employer contribution / active EE | $3,278 | $4,804-31.8% | $4,554-28.0% | $4,156-21.1% |
| Participant deferral / active EE | $7,875 | $8,216-4.1% | $7,897-0.3% | $6,407+22.9% |
| Admin fee / account holder | $816 | $14,344-94.3% | $13,129-93.8% | $12,270-93.4% |