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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 | $88,986 | $48,337+84.1% | $67,560+31.7% | $80,959+9.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 11.36% | 18.26%-6.9pp | 3533.50%-3522.1pp | 35.67%-24.3pp |
| Employer contribution / active EE | $8,059 | $2,023+298.4% | $2,737+194.5% | $2,757+192.3% |
| Participant deferral / active EE | $8,907 | $2,928+204.2% | $4,004+122.4% | $4,300+107.1% |
| Admin fee / account holder | $6,653 | $3,695+80.0% | $3,994+66.6% | $6,925-3.9% |