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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 | $55,457+14.4% | $77,361-18.0% | $94,015-32.5% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 11.19% | 15.57%-4.4pp | 1011.54%-1000.3pp | 17.84%-6.7pp |
| Employer contribution / active EE | $5,058 | $2,255+124.3% | $2,990+69.2% | $2,790+81.3% |
| Participant deferral / active EE | $2,871 | $3,069-6.5% | $3,911-26.6% | $4,249-32.4% |
| Admin fee / account holder | $1,769 | $4,334-59.2% | $5,894-70.0% | $8,951-80.2% |