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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 | $71,208+106.9% | $93,681+57.3% | $80,911+82.1% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 28.13% | 11.27%+16.9pp | 133.47%-105.3pp | 35.63%-7.5pp |
| Employer contribution / active EE | $3,083 | $1,564+97.0% | $2,422+27.3% | $2,756+11.9% |
| Participant deferral / active EE | $7,149 | $4,035+77.2% | $4,415+61.9% | $4,297+66.4% |
| Admin fee / account holder | $713 | $6,951-89.7% | $8,290-91.4% | $6,935-89.7% |