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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 | $109,529 | $78,690+39.2% | $161,489-32.2% | $87,485+25.2% |
| Participation rate | 97.1% | 67.5%+29.6pp | 78.7%+18.4pp | 68.9%+28.1pp |
| Annual return | 18.03% | 32.74%-14.7pp | 89.72%-71.7pp | 26.06%-8.0pp |
| Employer contribution / active EE | $6,134 | $2,588+137.0% | $4,268+43.7% | $2,596+136.3% |
| Participant deferral / active EE | $6,560 | $3,311+98.2% | $5,630+16.5% | $4,274+53.5% |
| Admin fee / account holder | $10,576 | $6,724+57.3% | $16,006-33.9% | $7,775+36.0% |