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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 | $58,286 | $48,076+21.2% | $78,690-25.9% | $62,891-7.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 9.15% | 31.35%-22.2pp | 62.18%-53.0pp | 20.14%-11.0pp |
| Employer contribution / active EE | $9,770 | $2,015+384.9% | $2,851+242.7% | $2,281+328.3% |
| Participant deferral / active EE | $7,349 | $2,588+184.0% | $3,517+109.0% | $3,203+129.5% |
| Admin fee / account holder | $7,087 | $3,207+121.0% | $4,511+57.1% | $4,296+65.0% |