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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 | $63,419 | $50,554+25.4% | $67,681-6.3% | $87,485-27.5% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 11.19% | 17.81%-6.6pp | 590.58%-579.4pp | 26.06%-14.9pp |
| Employer contribution / active EE | $5,058 | $1,988+154.4% | $2,678+88.9% | $2,596+94.8% |
| Participant deferral / active EE | $2,871 | $2,961-3.1% | $3,976-27.8% | $4,274-32.8% |
| Admin fee / account holder | $1,769 | $4,132-57.2% | $6,100-71.0% | $7,775-77.2% |