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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 | $80,969 | $60,444+34.0% | $68,948+17.4% | $82,448-1.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.2%+20.8pp | 68.1%+31.9pp |
| Annual return | 21.02% | 15.42%+5.6pp | 28.39%-7.4pp | 41.64%-20.6pp |
| Employer contribution / active EE | $6,265 | $3,449+81.6% | $4,165+50.4% | $2,551+145.6% |
| Participant deferral / active EE | $12,693 | $3,658+247.0% | $6,186+105.2% | $4,139+206.7% |
| Admin fee / account holder | $5,012 | $6,421-21.9% | $7,539-33.5% | $7,234-30.7% |