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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 | $127,831 | $49,255+159.5% | $70,494+81.3% | $79,856+60.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 6.59% | 30.10%-23.5pp | 109.16%-102.6pp | 31.71%-25.1pp |
| Employer contribution / active EE | $7,250 | $2,100+245.2% | $2,738+164.8% | $2,471+193.4% |
| Participant deferral / active EE | $8,621 | $2,768+211.4% | $3,711+132.3% | $3,741+130.5% |
| Admin fee / account holder | $6,792 | $2,879+135.9% | $3,848+76.5% | $5,306+28.0% |