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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 | $28,615 | $135,954-79.0% | $123,893-76.9% | $273,968-89.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.88% | 56.63%-46.7pp | 47.52%-37.6pp | 41.45%-31.6pp |
| Employer contribution / active EE | $7,105 | $5,170+37.4% | $4,617+53.9% | $4,869+45.9% |
| Participant deferral / active EE | $6,468 | $6,343+2.0% | $5,984+8.1% | $5,287+22.3% |
| Admin fee / account holder | $5,513 | $9,817-43.8% | $8,357-34.0% | $10,132-45.6% |