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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 | $67,285 | $45,087+49.2% | $69,483-3.2% | $72,976-7.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 42.71% | 22.67%+20.0pp | 28.99%+13.7pp | 81.02%-38.3pp |
| Employer contribution / active EE | $6,469 | $2,055+214.7% | $2,780+132.7% | $2,440+165.1% |
| Participant deferral / active EE | $7,682 | $2,603+195.1% | $3,537+117.2% | $3,608+112.9% |
| Admin fee / account holder | $1,894 | $3,057-38.0% | $3,841-50.7% | $5,124-63.0% |