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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 | $51,184+33.8% | $66,439+3.0% | $86,983-21.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 10.84% | 17.07%-6.2pp | 757.66%-746.8pp | 25.83%-15.0pp |
| Employer contribution / active EE | $8,584 | $2,023+324.4% | $2,637+225.5% | $2,584+232.1% |
| Participant deferral / active EE | $1,611 | $2,927-45.0% | $3,876-58.4% | $4,194-61.6% |
| Admin fee / account holder | $894 | $4,154-78.5% | $6,173-85.5% | $7,856-88.6% |