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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 | $119,102 | $59,440+100.4% | $78,004+52.7% | $82,637+44.1% |
| Participation rate | 100.0% | 62.8%+37.2pp | 69.4%+30.6pp | 68.1%+31.9pp |
| Annual return | 20.62% | 40.24%-19.6pp | 31.07%-10.5pp | 53.51%-32.9pp |
| Employer contribution / active EE | $5,278 | $1,750+201.5% | $2,469+113.8% | $2,552+106.8% |
| Participant deferral / active EE | $10,612 | $3,138+238.1% | $4,092+159.4% | $4,126+157.2% |
| Admin fee / account holder | $6,326 | $5,504+14.9% | $7,578-16.5% | $7,339-13.8% |