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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 | $119,972 | $77,896+54.0% | $134,172-10.6% | $82,448+45.5% |
| Participation rate | 100.0% | 62.8%+37.2pp | 72.5%+27.5pp | 68.1%+31.9pp |
| Annual return | 19.49% | 18.21%+1.3pp | 25.30%-5.8pp | 41.64%-22.1pp |
| Employer contribution / active EE | $17,813 | $2,159+724.9% | $3,420+420.8% | $2,551+598.3% |
| Participant deferral / active EE | $14,333 | $3,162+353.3% | $4,690+205.6% | $4,139+246.3% |
| Admin fee / account holder | $5,973 | $6,336-5.7% | $12,016-50.3% | $7,234-17.4% |