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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 | $115,974 | $89,367+29.8% | $141,191-17.9% | $72,975+58.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.30% | 111.87%-91.6pp | 71.41%-51.1pp | 81.01%-60.7pp |
| Employer contribution / active EE | $3,638 | $3,115+16.8% | $4,736-23.2% | $2,440+49.1% |
| Participant deferral / active EE | $6,637 | $5,419+22.5% | $6,710-1.1% | $3,608+84.0% |
| Admin fee / account holder | $8,554 | $5,957+43.6% | $10,264-16.7% | $5,124+66.9% |