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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 | $57,912 | $77,638-25.4% | $156,551-63.0% | $62,881-7.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.37% | 50.33%-44.0pp | 32.23%-25.9pp | 20.14%-13.8pp |
| Employer contribution / active EE | $6,839 | $3,444+98.6% | $5,501+24.3% | $2,281+199.8% |
| Participant deferral / active EE | $6,919 | $3,046+127.2% | $4,871+42.0% | $3,203+116.0% |
| Admin fee / account holder | $4,908 | $5,561-11.7% | $13,028-62.3% | $4,296+14.3% |