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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 | $48,314+21.6% | $67,561-13.1% | $80,925-27.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 20.41% | 18.28%+2.1pp | 3525.44%-3505.0pp | 35.65%-15.2pp |
| Employer contribution / active EE | $8,164 | $2,022+303.8% | $2,735+198.5% | $2,756+196.2% |
| Participant deferral / active EE | $6,016 | $2,927+105.6% | $4,003+50.3% | $4,299+39.9% |
| Admin fee / account holder | $6,338 | $3,690+71.8% | $4,006+58.2% | $6,940-8.7% |