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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 | $76,295 | $47,479+60.7% | $62,929+21.2% | $82,448-7.5% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 16.37% | 20.34%-4.0pp | 1063.93%-1047.6pp | 41.64%-25.3pp |
| Employer contribution / active EE | $2,184 | $1,885+15.9% | $2,505-12.8% | $2,551-14.4% |
| Participant deferral / active EE | $2,709 | $2,870-5.6% | $3,888-30.3% | $4,139-34.5% |
| Admin fee / account holder | $924 | $3,804-75.7% | $5,065-81.8% | $7,234-87.2% |