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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 | $126,464 | $58,714+115.4% | $142,874-11.5% | $85,856+47.3% |
| Participation rate | 100.0% | 58.5%+41.5pp | 72.0%+28.0pp | 69.3%+30.7pp |
| Annual return | 12.30% | 27.73%-15.4pp | 5638.58%-5626.3pp | 318.58%-306.3pp |
| Employer contribution / active EE | $1,278 | $1,423-10.2% | $4,145-69.2% | $2,565-50.2% |
| Participant deferral / active EE | $2,602 | $2,608-0.2% | $3,838-32.2% | $3,952-34.2% |
| Admin fee / account holder | $6,903 | $4,241+62.8% | $6,561+5.2% | $6,261+10.3% |