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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 | $72,235 | $46,596+55.0% | $64,099+12.7% | $75,181-3.9% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 18.14% | 26.04%-7.9pp | 33.70%-15.6pp | 160.69%-142.5pp |
| Employer contribution / active EE | $11,559 | $1,975+485.3% | $2,748+320.6% | $2,671+332.8% |
| Participant deferral / active EE | $5,971 | $2,837+110.5% | $3,881+53.8% | $4,126+44.7% |
| Admin fee / account holder | $3,057 | $2,954+3.5% | $3,070-0.4% | $5,650-45.9% |