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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 | $140,926 | $88,672+58.9% | $105,223+33.9% | $82,448+70.9% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 15.09% | 30.86%-15.8pp | 180.65%-165.6pp | 41.64%-26.6pp |
| Employer contribution / active EE | $3,033 | $3,048-0.5% | $3,689-17.8% | $2,551+18.9% |
| Participant deferral / active EE | $3,987 | $4,036-1.2% | $5,072-21.4% | $4,139-3.7% |
| Admin fee / account holder | $15,767 | $7,146+120.6% | $8,859+78.0% | $7,234+117.9% |