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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 | $55,939 | $47,479+17.8% | $62,929-11.1% | $82,448-32.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 13.40% | 20.34%-6.9pp | 1063.93%-1050.5pp | 41.64%-28.2pp |
| Employer contribution / active EE | $1,361 | $1,885-27.8% | $2,505-45.7% | $2,551-46.7% |
| Participant deferral / active EE | $1,358 | $2,870-52.7% | $3,888-65.1% | $4,139-67.2% |
| Admin fee / account holder | $9,199 | $3,804+141.8% | $5,065+81.6% | $7,234+27.2% |