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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 | $93,613 | $56,060+67.0% | $76,002+23.2% | $80,874+15.8% |
| Participation rate | 92.5% | 62.0%+30.4pp | 69.1%+23.4pp | 67.6%+24.8pp |
| Annual return | 13.57% | 20.54%-7.0pp | 360.07%-346.5pp | 35.62%-22.0pp |
| Employer contribution / active EE | $5,010 | $1,873+167.4% | $2,688+86.4% | $2,756+81.8% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,110 | $5,237-40.6% | $6,414-51.5% | $6,935-55.2% |