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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 | $147,326 | $71,215+106.9% | $93,696+57.2% | $80,935+82.0% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 28.13% | 11.27%+16.9pp | 133.74%-105.6pp | 35.66%-7.5pp |
| Employer contribution / active EE | $3,083 | $1,565+97.0% | $2,422+27.3% | $2,757+11.8% |
| Participant deferral / active EE | $7,149 | $4,037+77.1% | $4,417+61.9% | $4,299+66.3% |
| Admin fee / account holder | $713 | $6,958-89.8% | $8,287-91.4% | $6,924-89.7% |