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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 | $55,092 | $181,062-69.6% | $158,223-65.2% | $155,188-64.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 14.30% | 57.39%-43.1pp | 52.09%-37.8pp | 148.84%-134.5pp |
| Employer contribution / active EE | $3,110 | $4,565-31.9% | $4,109-24.3% | $4,248-26.8% |
| Participant deferral / active EE | $6,782 | $6,134+10.6% | $5,467+24.1% | $6,531+3.8% |
| Admin fee / account holder | $856 | $18,825-95.5% | $16,047-94.7% | $14,480-94.1% |