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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 | $97,315 | $185,312-47.5% | $161,489-39.7% | $154,746-37.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 23.82% | 103.84%-80.0pp | 89.72%-65.9pp | 172.34%-148.5pp |
| Employer contribution / active EE | $3,770 | $4,769-21.0% | $4,268-11.7% | $4,379-13.9% |
| Participant deferral / active EE | $13,791 | $6,350+117.2% | $5,630+145.0% | $6,730+104.9% |
| Admin fee / account holder | $405 | $18,654-97.8% | $16,006-97.5% | $14,365-97.2% |