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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 | $98,640 | $51,642+91.0% | $129,384-23.8% | $80,935+21.9% |
| Participation rate | 96.7% | 56.9%+39.7pp | 69.6%+27.0pp | 67.7%+29.0pp |
| Annual return | 24.31% | 20.78%+3.5pp | 9461.77%-9437.5pp | 35.66%-11.3pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,040 | $2,670+126.2% | $4,166+45.0% | $4,299+40.5% |
| Admin fee / account holder | $1,087 | $4,312-74.8% | $7,686-85.9% | $6,924-84.3% |