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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 | $125,649 | $101,798+23.4% | $165,071-23.9% | $80,935+55.2% |
| Participation rate | 96.7% | 71.8%+24.8pp | 78.6%+18.0pp | 67.7%+29.0pp |
| Annual return | 13.01% | 16.73%-3.7pp | 70.17%-57.2pp | 35.66%-22.7pp |
| Employer contribution / active EE | $11,188 | $2,954+278.7% | $4,347+157.4% | $2,757+305.9% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,299-100.0% |
| Admin fee / account holder | $12,263 | $8,221+49.2% | $12,695-3.4% | $6,924+77.1% |