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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 | $87,209 | $152,460-42.8% | $118,746-26.6% | $147,586-40.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 32.16% | 17.41%+14.7pp | 24.54%+7.6pp | 578.59%-546.4pp |
| Employer contribution / active EE | $3,081 | $5,046-38.9% | $4,193-26.5% | $4,876-36.8% |
| Participant deferral / active EE | $7,836 | $6,212+26.1% | $5,332+47.0% | $5,439+44.1% |
| Admin fee / account holder | $11,801 | $16,953-30.4% | $10,720+10.1% | $10,886+8.4% |