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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 | $69,868 | $53,128+31.5% | $86,582-19.3% | $70,126-0.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 15.12% | 27.66%-12.5pp | 965.08%-950.0pp | 73.15%-58.0pp |
| Employer contribution / active EE | $4,121 | $2,068+99.3% | $2,839+45.1% | $2,343+75.9% |
| Participant deferral / active EE | $3,077 | $2,695+14.2% | $3,609-14.7% | $3,332-7.7% |
| Admin fee / account holder | $2,491 | $3,584-30.5% | $4,904-49.2% | $4,645-46.4% |