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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 | $49,429 | $209,336-76.4% | $197,124-74.9% | $137,256-64.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.88% | 48.09%-29.2pp | 44.34%-25.5pp | 220.34%-201.5pp |
| Employer contribution / active EE | $6,445 | $6,591-2.2% | $6,227+3.5% | $4,156+55.1% |
| Participant deferral / active EE | $11,952 | $9,614+24.3% | $9,135+30.8% | $6,407+86.6% |
| Admin fee / account holder | $6,043 | $17,308-65.1% | $16,298-62.9% | $12,270-50.8% |