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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 | $55,930+67.4% | $76,089+23.0% | $80,925+15.7% |
| Participation rate | 92.5% | 62.1%+30.4pp | 69.1%+23.4pp | 67.7%+24.8pp |
| Annual return | 13.57% | 20.58%-7.0pp | 360.94%-347.4pp | 35.65%-22.1pp |
| Employer contribution / active EE | $5,010 | $1,866+168.4% | $2,690+86.2% | $2,756+81.8% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,259-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,110 | $5,241-40.7% | $6,418-51.5% | $6,940-55.2% |