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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 | $58,736 | $48,337+21.5% | $67,560-13.1% | $80,959-27.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 20.41% | 18.26%+2.1pp | 3533.50%-3513.1pp | 35.67%-15.3pp |
| Employer contribution / active EE | $8,164 | $2,023+303.6% | $2,737+198.3% | $2,757+196.1% |
| Participant deferral / active EE | $6,016 | $2,928+105.4% | $4,004+50.2% | $4,300+39.9% |
| Admin fee / account holder | $6,338 | $3,695+71.5% | $3,994+58.7% | $6,925-8.5% |