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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 | $38,102 | $108,825-65.0% | $156,181-75.6% | $82,448-53.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 78.88% | 20.59%+58.3pp | 64.87%+14.0pp | 41.64%+37.2pp |
| Employer contribution / active EE | $4,930 | $2,870+71.8% | $4,294+14.8% | $2,551+93.3% |
| Participant deferral / active EE | $6,300 | $4,577+37.6% | $6,132+2.7% | $4,139+52.2% |
| Admin fee / account holder | $2,014 | $9,341-78.4% | $14,586-86.2% | $7,234-72.2% |