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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 | $94,237 | $45,050+109.2% | $63,018+49.5% | $70,126+34.4% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 11.42% | 18.76%-7.3pp | 87.62%-76.2pp | 73.15%-61.7pp |
| Employer contribution / active EE | $2,848 | $2,052+38.8% | $2,761+3.2% | $2,343+21.6% |
| Participant deferral / active EE | $3,003 | $2,466+21.8% | $3,330-9.8% | $3,332-9.9% |
| Admin fee / account holder | $4,236 | $2,834+49.5% | $3,601+17.6% | $4,645-8.8% |