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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 | $71,213 | $76,407-6.8% | $150,298-52.6% | $82,448-13.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 20.14% | 39.99%-19.8pp | 62.79%-42.6pp | 41.64%-21.5pp |
| Employer contribution / active EE | $3,266 | $2,614+25.0% | $4,154-21.4% | $2,551+28.0% |
| Participant deferral / active EE | $9,641 | $3,214+199.9% | $5,453+76.8% | $4,139+132.9% |
| Admin fee / account holder | $15,709 | $6,352+147.3% | $14,116+11.3% | $7,234+117.1% |