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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 | $67,459 | $61,125+10.4% | $94,057-28.3% | $87,485-22.9% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 18.28% | 35.20%-16.9pp | 480.62%-462.3pp | 26.06%-7.8pp |
| Employer contribution / active EE | $9,827 | $2,136+360.0% | $2,933+235.0% | $2,596+278.5% |
| Participant deferral / active EE | $8,166 | $3,260+150.5% | $4,709+73.4% | $4,274+91.1% |
| Admin fee / account holder | $8,211 | $5,629+45.9% | $7,244+13.3% | $7,775+5.6% |