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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 | $78,885 | $68,880+14.5% | $120,580-34.6% | $80,959-2.6% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.0%+28.0pp | 67.7%+32.3pp |
| Annual return | 19.43% | 23.68%-4.2pp | 107.48%-88.0pp | 35.67%-16.2pp |
| Employer contribution / active EE | $11,085 | $2,066+436.5% | $3,469+219.5% | $2,757+302.1% |
| Participant deferral / active EE | $13,676 | $3,191+328.6% | $4,995+173.8% | $4,300+218.0% |
| Admin fee / account holder | $3,950 | $5,785-31.7% | $9,418-58.1% | $6,925-43.0% |