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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 | $50,554+35.4% | $67,681+1.1% | $87,485-21.7% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 10.84% | 17.81%-7.0pp | 590.58%-579.7pp | 26.06%-15.2pp |
| Employer contribution / active EE | $8,584 | $1,988+331.7% | $2,678+220.5% | $2,596+230.6% |
| Participant deferral / active EE | $1,611 | $2,961-45.6% | $3,976-59.5% | $4,274-62.3% |
| Admin fee / account holder | $894 | $4,132-78.4% | $6,100-85.3% | $7,775-88.5% |