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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 | $102,142 | $72,273+41.3% | $101,275+0.9% | $79,856+27.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 14.86% | 22.30%-7.4pp | 46.48%-31.6pp | 31.71%-16.9pp |
| Employer contribution / active EE | $6,220 | $2,691+131.1% | $3,660+70.0% | $2,471+151.7% |
| Participant deferral / active EE | $6,706 | $3,282+104.4% | $4,371+53.4% | $3,741+79.3% |
| Admin fee / account holder | $2,378 | $4,401-46.0% | $5,948-60.0% | $5,306-55.2% |