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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 | $48,284+84.3% | $67,524+31.8% | $80,911+10.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 11.36% | 18.27%-6.9pp | 3519.41%-3508.1pp | 35.63%-24.3pp |
| Employer contribution / active EE | $8,059 | $2,021+298.7% | $2,734+194.8% | $2,756+192.4% |
| Participant deferral / active EE | $8,907 | $2,927+204.3% | $4,001+122.6% | $4,297+107.3% |
| Admin fee / account holder | $6,653 | $3,688+80.4% | $4,001+66.3% | $6,935-4.1% |