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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 | $94,880 | $65,367+45.1% | $92,915+2.1% | $72,976+30.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 21.88% | 42.11%-20.2pp | 109.45%-87.6pp | 81.02%-59.1pp |
| Employer contribution / active EE | $6,256 | $2,594+141.2% | $3,653+71.2% | $2,440+156.4% |
| Participant deferral / active EE | $7,070 | $3,128+126.0% | $4,238+66.8% | $3,608+96.0% |
| Admin fee / account holder | $3,335 | $4,251-21.6% | $5,796-42.5% | $5,124-34.9% |