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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 | $80,401 | $58,848+36.6% | $88,179-8.8% | $82,637-2.7% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.1%+30.9pp | 68.1%+31.9pp |
| Annual return | 16.20% | 22.76%-6.6pp | 64.97%-48.8pp | 53.51%-37.3pp |
| Employer contribution / active EE | $3,117 | $1,678+85.7% | $2,549+22.3% | $2,552+22.1% |
| Participant deferral / active EE | $6,179 | $3,124+97.8% | $4,614+33.9% | $4,126+49.7% |
| Admin fee / account holder | $5,623 | $4,795+17.3% | $7,673-26.7% | $7,339-23.4% |