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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 | $101,965 | $77,416+31.7% | $69,464+46.8% | $152,897-33.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 12.97% | 39.08%-26.1pp | 28.98%-16.0pp | 345.43%-332.5pp |
| Employer contribution / active EE | $3,435 | $3,315+3.6% | $2,779+23.6% | $4,764-27.9% |
| Participant deferral / active EE | $8,661 | $4,413+96.3% | $3,536+144.9% | $5,851+48.0% |
| Admin fee / account holder | $2,328 | $6,208-62.5% | $3,840-39.4% | $11,599-79.9% |