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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 | $162,585 | $106,524+52.6% | $152,301+6.8% | $87,485+85.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 24.05% | 26.89%-2.8pp | 80.50%-56.5pp | 26.06%-2.0pp |
| Employer contribution / active EE | $5,963 | $3,371+76.9% | $4,624+28.9% | $2,596+129.7% |
| Participant deferral / active EE | $12,761 | $6,525+95.6% | $8,004+59.4% | $4,274+198.6% |
| Admin fee / account holder | $7,796 | $8,287-5.9% | $14,398-45.9% | $7,775+0.3% |