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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 | $68,852+14.6% | $120,524-34.5% | $80,925-2.5% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.7%+32.3pp |
| Annual return | 19.43% | 23.67%-4.2pp | 107.36%-87.9pp | 35.65%-16.2pp |
| Employer contribution / active EE | $11,085 | $2,063+437.3% | $3,469+219.6% | $2,756+302.2% |
| Participant deferral / active EE | $13,676 | $3,187+329.2% | $4,994+173.9% | $4,299+218.2% |
| Admin fee / account holder | $3,950 | $5,781-31.7% | $9,440-58.2% | $6,940-43.1% |