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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 | $107,056 | $88,672+20.7% | $105,223+1.7% | $82,448+29.8% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 26.07% | 30.86%-4.8pp | 180.65%-154.6pp | 41.64%-15.6pp |
| Employer contribution / active EE | $12,322 | $3,048+304.3% | $3,689+234.1% | $2,551+383.0% |
| Participant deferral / active EE | $7,648 | $4,036+89.5% | $5,072+50.8% | $4,139+84.8% |
| Admin fee / account holder | $510 | $7,146-92.9% | $8,859-94.2% | $7,234-93.0% |