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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 | $68,459 | $55,457+23.4% | $77,361-11.5% | $94,015-27.2% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 10.84% | 15.57%-4.7pp | 1011.54%-1000.7pp | 17.84%-7.0pp |
| Employer contribution / active EE | $8,584 | $2,255+280.7% | $2,990+187.1% | $2,790+207.7% |
| Participant deferral / active EE | $1,611 | $3,069-47.5% | $3,911-58.8% | $4,249-62.1% |
| Admin fee / account holder | $894 | $4,334-79.4% | $5,894-84.8% | $8,951-90.0% |