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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 | $42,262 | $154,228-72.6% | $145,433-70.9% | $137,256-69.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.92% | 74.59%-61.7pp | 66.58%-53.7pp | 220.34%-207.4pp |
| Employer contribution / active EE | $7,460 | $4,804+55.3% | $4,554+63.8% | $4,156+79.5% |
| Participant deferral / active EE | $7,920 | $8,216-3.6% | $7,897+0.3% | $6,407+23.6% |
| Admin fee / account holder | $1,270 | $14,344-91.1% | $13,129-90.3% | $12,270-89.7% |