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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 | $121,166 | $154,228-21.4% | $145,433-16.7% | $137,256-11.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.47% | 74.59%-60.1pp | 66.58%-52.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,345 | $4,804-51.2% | $4,554-48.5% | $4,156-43.6% |
| Participant deferral / active EE | $6,917 | $8,216-15.8% | $7,897-12.4% | $6,407+8.0% |
| Admin fee / account holder | $11,954 | $14,344-16.7% | $13,129-8.9% | $12,270-2.6% |