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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 | $35,908 | $135,956-73.6% | $123,894-71.0% | $273,972-86.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.38% | 56.63%-49.2pp | 47.52%-40.1pp | 41.46%-34.1pp |
| Employer contribution / active EE | $10,925 | $5,170+111.3% | $4,617+136.6% | $4,869+124.4% |
| Participant deferral / active EE | $6,644 | $6,343+4.7% | $5,984+11.0% | $5,287+25.7% |
| Admin fee / account holder | $3,233 | $9,817-67.1% | $8,357-61.3% | $10,133-68.1% |