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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 | $82,258 | $48,337+70.2% | $67,560+21.8% | $80,959+1.6% |
| Participation rate | 83.8% | 66.4%+17.4pp | 72.9%+10.9pp | 67.7%+16.1pp |
| Annual return | 11.86% | 18.26%-6.4pp | 3533.50%-3521.6pp | 35.67%-23.8pp |
| Employer contribution / active EE | $1,137 | $2,023-43.8% | $2,737-58.5% | $2,757-58.8% |
| Participant deferral / active EE | $6,328 | $2,928+116.1% | $4,004+58.0% | $4,300+47.1% |
| Admin fee / account holder | $18,803 | $3,695+408.8% | $3,994+370.8% | $6,925+171.5% |