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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 | $67,459 | $51,638+30.6% | $68,368-1.3% | $82,448-18.2% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 18.28% | 37.53%-19.3pp | 292.57%-274.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $9,827 | $2,047+380.2% | $2,649+271.0% | $2,551+285.2% |
| Participant deferral / active EE | $8,166 | $2,914+180.3% | $4,123+98.1% | $4,139+97.3% |
| Admin fee / account holder | $8,211 | $4,643+76.8% | $5,150+59.4% | $7,234+13.5% |