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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 | $81,276+39.9% | $155,574-26.9% | $80,925+40.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.88% | 33.36%-21.5pp | 64.87%-53.0pp | 35.65%-23.8pp |
| Employer contribution / active EE | $5,996 | $3,103+93.2% | $4,676+28.2% | $2,756+117.6% |
| Participant deferral / active EE | $5,881 | $3,453+70.3% | $5,629+4.5% | $4,299+36.8% |
| Admin fee / account holder | $3,195 | $7,993-60.0% | $15,914-79.9% | $6,940-54.0% |