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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 | $80,241 | $56,060+43.1% | $76,002+5.6% | $80,874-0.8% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 15.04% | 20.54%-5.5pp | 360.07%-345.0pp | 35.62%-20.6pp |
| Employer contribution / active EE | $6,787 | $1,873+262.3% | $2,688+152.5% | $2,756+146.3% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,119 | $5,237-78.6% | $6,414-82.6% | $6,935-83.9% |