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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 | $113,698 | $81,233+40.0% | $155,567-26.9% | $80,874+40.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.88% | 33.33%-21.4pp | 64.74%-52.9pp | 35.62%-23.7pp |
| Employer contribution / active EE | $5,996 | $3,101+93.4% | $4,674+28.3% | $2,756+117.6% |
| Participant deferral / active EE | $5,881 | $3,452+70.3% | $5,628+4.5% | $4,297+36.9% |
| Admin fee / account holder | $3,195 | $7,998-60.1% | $15,916-79.9% | $6,935-53.9% |