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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 | $140,561 | $90,486+55.3% | $78,676+78.7% | $273,972-48.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.10% | 75.62%-69.5pp | 62.19%-56.1pp | 41.46%-35.4pp |
| Employer contribution / active EE | $4,444 | $3,175+40.0% | $2,850+55.9% | $4,869-8.7% |
| Participant deferral / active EE | $4,720 | $3,901+21.0% | $3,517+34.2% | $5,287-10.7% |
| Admin fee / account holder | $3,984 | $5,263-24.3% | $4,510-11.7% | $10,133-60.7% |