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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 | $95,201 | $100,262-5.0% | $81,370+17.0% | $145,897-34.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 28.64% | 34.52%-5.9pp | 24.85%+3.8pp | 552.29%-523.7pp |
| Employer contribution / active EE | $1,667 | $2,979-44.0% | $2,464-32.4% | $4,663-64.3% |
| Participant deferral / active EE | $0 | $4,612-100.0% | $3,885-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,865 | $8,163-52.6% | $5,749-32.8% | $13,390-71.1% |