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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 | $120,027 | $101,618+18.1% | $93,063+29.0% | $137,256-12.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 11.44% | 223.95%-212.5pp | 34.15%-22.7pp | 220.34%-208.9pp |
| Employer contribution / active EE | $3,439 | $2,707+27.0% | $2,476+38.9% | $4,156-17.2% |
| Participant deferral / active EE | $8,080 | $4,279+88.8% | $3,958+104.1% | $6,407+26.1% |
| Admin fee / account holder | $7,307 | $6,198+17.9% | $6,033+21.1% | $12,270-40.4% |