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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 | $69,797 | $93,589-25.4% | $135,942-48.7% | $75,181-7.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.51% | 30.90%-11.4pp | 68.28%-48.8pp | 160.69%-141.2pp |
| Employer contribution / active EE | $3,418 | $3,537-3.4% | $4,858-29.6% | $2,671+28.0% |
| Participant deferral / active EE | $8,678 | $6,405+35.5% | $7,759+11.8% | $4,126+110.3% |
| Admin fee / account holder | $2,331 | $6,977-66.6% | $10,764-78.3% | $5,650-58.7% |