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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 | $185,312-70.3% | $161,489-65.9% | $154,746-64.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.30% | 103.84%-89.5pp | 89.72%-75.4pp | 172.34%-158.0pp |
| Employer contribution / active EE | $3,110 | $4,769-34.8% | $4,268-27.1% | $4,379-29.0% |
| Participant deferral / active EE | $6,782 | $6,350+6.8% | $5,630+20.5% | $6,730+0.8% |
| Admin fee / account holder | $856 | $18,654-95.4% | $16,006-94.7% | $14,365-94.0% |