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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 | $102,073 | $60,442+68.9% | $96,754+5.5% | $87,485+16.7% |
| Participation rate | 100.0% | 58.7%+41.3pp | 70.3%+29.7pp | 68.9%+31.1pp |
| Annual return | 14.02% | 21.97%-8.0pp | 82.04%-68.0pp | 26.06%-12.0pp |
| Employer contribution / active EE | $3,518 | $1,691+108.1% | $2,679+31.3% | $2,596+35.5% |
| Participant deferral / active EE | $6,747 | $3,280+105.7% | $4,758+41.8% | $4,274+57.9% |
| Admin fee / account holder | $4,742 | $5,069-6.5% | $8,905-46.7% | $7,775-39.0% |