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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 | $55,889+43.6% | $76,119+5.4% | $80,935-0.9% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 15.04% | 20.58%-5.5pp | 361.25%-346.2pp | 35.66%-20.6pp |
| Employer contribution / active EE | $6,787 | $1,866+263.7% | $2,693+152.0% | $2,757+146.2% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,259-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,119 | $5,241-78.7% | $6,421-82.6% | $6,924-83.8% |