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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 | $90,631 | $77,416+17.1% | $69,464+30.5% | $152,897-40.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 17.25% | 39.08%-21.8pp | 28.98%-11.7pp | 345.43%-328.2pp |
| Employer contribution / active EE | $3,311 | $3,315-0.1% | $2,779+19.1% | $4,764-30.5% |
| Participant deferral / active EE | $6,622 | $4,413+50.1% | $3,536+87.3% | $5,851+13.2% |
| Admin fee / account holder | $8,001 | $6,208+28.9% | $3,840+108.3% | $11,599-31.0% |