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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 | $93,128 | $48,327+92.7% | $67,575+37.8% | $80,935+15.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 24.80% | 18.31%+6.5pp | 3528.98%-3504.2pp | 35.66%-10.9pp |
| Employer contribution / active EE | $2,104 | $2,022+4.0% | $2,736-23.1% | $2,757-23.7% |
| Participant deferral / active EE | $3,715 | $2,927+26.9% | $4,003-7.2% | $4,299-13.6% |
| Admin fee / account holder | $7,319 | $3,692+98.2% | $3,993+83.3% | $6,924+5.7% |