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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 | $81,429 | $61,125+33.2% | $94,057-13.4% | $87,485-6.9% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 16.51% | 35.20%-18.7pp | 480.62%-464.1pp | 26.06%-9.6pp |
| Employer contribution / active EE | $5,156 | $2,136+141.3% | $2,933+75.8% | $2,596+98.6% |
| Participant deferral / active EE | $6,490 | $3,260+99.1% | $4,709+37.8% | $4,274+51.9% |
| Admin fee / account holder | $6,492 | $5,629+15.3% | $7,244-10.4% | $7,775-16.5% |