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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 | $93,496 | $51,184+82.7% | $66,439+40.7% | $86,983+7.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 12.30% | 17.07%-4.8pp | 757.66%-745.4pp | 25.83%-13.5pp |
| Employer contribution / active EE | $2,628 | $2,023+29.9% | $2,637-0.3% | $2,584+1.7% |
| Participant deferral / active EE | $3,814 | $2,927+30.3% | $3,876-1.6% | $4,194-9.0% |
| Admin fee / account holder | $1,133 | $4,154-72.7% | $6,173-81.6% | $7,856-85.6% |