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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 | $130,941 | $185,312-29.3% | $161,489-18.9% | $154,746-15.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.79% | 103.84%-88.1pp | 89.72%-73.9pp | 172.34%-156.6pp |
| Employer contribution / active EE | $2,806 | $4,769-41.2% | $4,268-34.3% | $4,379-35.9% |
| Participant deferral / active EE | $7,231 | $6,350+13.9% | $5,630+28.4% | $6,730+7.4% |
| Admin fee / account holder | $3,256 | $18,654-82.5% | $16,006-79.7% | $14,365-77.3% |