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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 | $104,526 | $65,364+59.9% | $92,909+12.5% | $72,975+43.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 16.99% | 42.11%-25.1pp | 109.44%-92.4pp | 81.01%-64.0pp |
| Employer contribution / active EE | $6,633 | $2,594+155.7% | $3,653+81.6% | $2,440+171.9% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,801 | $4,251-57.6% | $5,795-68.9% | $5,124-64.9% |