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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 | $98,367 | $76,551+28.5% | $123,894-20.6% | $62,881+56.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.73% | 18.68%-9.9pp | 47.52%-38.8pp | 20.14%-11.4pp |
| Employer contribution / active EE | $6,089 | $2,882+111.3% | $4,617+31.9% | $2,281+167.0% |
| Participant deferral / active EE | $4,076 | $4,840-15.8% | $5,984-31.9% | $3,203+27.3% |
| Admin fee / account holder | $20,495 | $4,826+324.7% | $8,357+145.2% | $4,296+377.1% |