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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 | $66,969 | $100,901-33.6% | $75,670-11.5% | $147,585-54.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 25.67% | 35.78%-10.1pp | 27.34%-1.7pp | 578.57%-552.9pp |
| Employer contribution / active EE | $3,571 | $3,253+9.8% | $2,352+51.9% | $4,876-26.8% |
| Participant deferral / active EE | $0 | $4,027-100.0% | $3,142-100.0% | $5,439-100.0% |
| Admin fee / account holder | $717 | $11,285-93.6% | $5,800-87.6% | $10,885-93.4% |