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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 | $167,787 | $209,336-19.8% | $197,124-14.9% | $137,256+22.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.88% | 48.09%-35.2pp | 44.34%-31.5pp | 220.34%-207.5pp |
| Employer contribution / active EE | $1,389 | $6,591-78.9% | $6,227-77.7% | $4,156-66.6% |
| Participant deferral / active EE | $6,205 | $9,614-35.5% | $9,135-32.1% | $6,407-3.1% |
| Admin fee / account holder | $590 | $17,308-96.6% | $16,298-96.4% | $12,270-95.2% |