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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 | $122,630 | $95,404+28.5% | $113,397+8.1% | $82,637+48.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 16.61% | 19.08%-2.5pp | 23.20%-6.6pp | 53.51%-36.9pp |
| Employer contribution / active EE | $6,410 | $2,307+177.9% | $2,977+115.3% | $2,552+151.1% |
| Participant deferral / active EE | $16,223 | $4,220+284.5% | $5,076+219.6% | $4,126+293.2% |
| Admin fee / account holder | $3,484 | $9,168-62.0% | $11,957-70.9% | $7,339-52.5% |