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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 | $80,857 | $69,590+16.2% | $136,867-40.9% | $94,015-14.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 74.5%+25.5pp | 70.8%+29.2pp |
| Annual return | 13.32% | 19.62%-6.3pp | 42.97%-29.7pp | 17.84%-4.5pp |
| Employer contribution / active EE | $7,250 | $2,396+202.5% | $3,547+104.4% | $2,790+159.9% |
| Participant deferral / active EE | $10,157 | $3,437+195.5% | $4,924+106.3% | $4,249+139.0% |
| Admin fee / account holder | $18,670 | $8,912+109.5% | $10,340+80.6% | $8,951+108.6% |