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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 | $64,920+25.4% | $103,693-21.5% | $86,983-6.4% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 16.51% | 30.29%-13.8pp | 47.61%-31.1pp | 25.83%-9.3pp |
| Employer contribution / active EE | $5,156 | $2,141+140.8% | $2,920+76.5% | $2,584+99.5% |
| Participant deferral / active EE | $6,490 | $3,241+100.3% | $4,579+41.7% | $4,194+54.8% |
| Admin fee / account holder | $6,492 | $6,191+4.9% | $7,858-17.4% | $7,856-17.4% |