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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 | $125,840 | $156,398-19.5% | $147,318-14.6% | $138,895-9.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.36% | 78.75%-59.4pp | 70.43%-51.1pp | 145.39%-126.0pp |
| Employer contribution / active EE | $3,436 | $4,853-29.2% | $4,593-25.2% | $4,194-18.1% |
| Participant deferral / active EE | $12,035 | $8,237+46.1% | $7,906+52.2% | $6,396+88.2% |
| Admin fee / account holder | $1,215 | $14,976-91.9% | $13,708-91.1% | $12,562-90.3% |