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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 | $55,902+67.5% | $76,030+23.1% | $80,959+15.6% |
| Participation rate | 92.5% | 62.1%+30.4pp | 69.1%+23.4pp | 67.7%+24.8pp |
| Annual return | 13.57% | 20.59%-7.0pp | 361.54%-348.0pp | 35.67%-22.1pp |
| Employer contribution / active EE | $5,010 | $1,867+168.4% | $2,688+86.4% | $2,757+81.7% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,110 | $5,239-40.6% | $6,421-51.6% | $6,925-55.1% |