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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 | $75,337 | $78,197-3.7% | $98,090-23.2% | $82,637-8.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 81.5%+18.5pp | 68.1%+31.9pp |
| Annual return | 29.31% | 40.25%-10.9pp | 37.05%-7.7pp | 53.51%-24.2pp |
| Employer contribution / active EE | $12,646 | $2,605+385.5% | $3,606+250.7% | $2,552+395.5% |
| Participant deferral / active EE | $12,599 | $6,636+89.9% | $7,845+60.6% | $4,126+205.4% |
| Admin fee / account holder | $9,572 | $14,832-35.5% | $11,815-19.0% | $7,339+30.4% |