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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 | $69,458 | $78,197-11.2% | $98,090-29.2% | $82,637-15.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 81.5%+18.5pp | 68.1%+31.9pp |
| Annual return | 15.99% | 40.25%-24.3pp | 37.05%-21.1pp | 53.51%-37.5pp |
| Employer contribution / active EE | $5,278 | $2,605+102.6% | $3,606+46.3% | $2,552+106.8% |
| Participant deferral / active EE | $13,596 | $6,636+104.9% | $7,845+73.3% | $4,126+229.5% |
| Admin fee / account holder | $15,718 | $14,832+6.0% | $11,815+33.0% | $7,339+114.2% |