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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 | $55,707 | $178,174-68.7% | $156,181-64.3% | $137,256-59.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.11% | 84.19%-71.1pp | 64.87%-51.8pp | 220.34%-207.2pp |
| Employer contribution / active EE | $3,138 | $4,972-36.9% | $4,294-26.9% | $4,156-24.5% |
| Participant deferral / active EE | $5,231 | $6,888-24.1% | $6,132-14.7% | $6,407-18.4% |
| Admin fee / account holder | $730 | $17,404-95.8% | $14,586-95.0% | $12,270-94.1% |