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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 | $100,268 | $105,856-5.3% | $90,161+11.2% | $147,585-32.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 20.82% | 37.63%-16.8pp | 34.89%-14.1pp | 578.58%-557.8pp |
| Employer contribution / active EE | $6,100 | $4,126+47.8% | $3,318+83.8% | $4,876+25.1% |
| Participant deferral / active EE | $6,499 | $5,733+13.4% | $5,287+22.9% | $5,439+19.5% |
| Admin fee / account holder | $7,352 | $8,046-8.6% | $5,943+23.7% | $10,886-32.5% |