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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 | $68,163 | $77,449-12.0% | $69,483-1.9% | $152,909-55.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 16.78% | 39.09%-22.3pp | 28.99%-12.2pp | 345.46%-328.7pp |
| Employer contribution / active EE | $6,308 | $3,316+90.3% | $2,780+126.9% | $4,764+32.4% |
| Participant deferral / active EE | $6,161 | $4,415+39.5% | $3,537+74.2% | $5,851+5.3% |
| Admin fee / account holder | $7,032 | $6,210+13.2% | $3,841+83.1% | $11,601-39.4% |