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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 | $56,699 | $45,050+25.9% | $63,018-10.0% | $70,126-19.1% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 18.26% | 18.76%-0.5pp | 87.62%-69.4pp | 73.15%-54.9pp |
| Employer contribution / active EE | $6,944 | $2,052+238.4% | $2,761+151.5% | $2,343+196.4% |
| Participant deferral / active EE | $3,842 | $2,466+55.8% | $3,330+15.4% | $3,332+15.3% |
| Admin fee / account holder | $2,937 | $2,834+3.6% | $3,601-18.4% | $4,645-36.8% |