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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 | $97,622 | $69,590+40.3% | $136,867-28.7% | $94,015+3.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 74.5%+25.5pp | 70.8%+29.2pp |
| Annual return | 16.01% | 19.62%-3.6pp | 42.97%-27.0pp | 17.84%-1.8pp |
| Employer contribution / active EE | $6,343 | $2,396+164.7% | $3,547+78.8% | $2,790+127.4% |
| Participant deferral / active EE | $6,196 | $3,437+80.3% | $4,924+25.8% | $4,249+45.8% |
| Admin fee / account holder | $20,875 | $8,912+134.2% | $10,340+101.9% | $8,951+133.2% |