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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 | $64,110 | $48,327+32.7% | $67,575-5.1% | $80,935-20.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 17.08% | 18.31%-1.2pp | 3528.98%-3511.9pp | 35.66%-18.6pp |
| Employer contribution / active EE | $4,162 | $2,022+105.8% | $2,736+52.1% | $2,757+51.0% |
| Participant deferral / active EE | $5,991 | $2,927+104.7% | $4,003+49.6% | $4,299+39.3% |
| Admin fee / account holder | $2,115 | $3,692-42.7% | $3,993-47.0% | $6,924-69.5% |