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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 | $54,068 | $55,902-3.3% | $76,030-28.9% | $80,959-33.2% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 11.25% | 20.59%-9.3pp | 361.54%-350.3pp | 35.67%-24.4pp |
| Employer contribution / active EE | $7,581 | $1,867+306.1% | $2,688+182.1% | $2,757+174.9% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,356 | $5,239-55.0% | $6,421-63.3% | $6,925-66.0% |