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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 | $89,259+19.9% | $107,187-0.1% | $82,637+29.5% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 26.07% | 21.02%+5.0pp | 204.55%-178.5pp | 53.51%-27.4pp |
| Employer contribution / active EE | $12,322 | $3,080+300.0% | $3,782+225.8% | $2,552+382.8% |
| Participant deferral / active EE | $7,648 | $4,037+89.4% | $5,096+50.1% | $4,126+85.4% |
| Admin fee / account holder | $510 | $7,381-93.1% | $9,162-94.4% | $7,339-93.1% |