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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 | $168,289 | $93,346+80.3% | $71,796+134.4% | $273,972-38.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 5.77% | 130.39%-124.6pp | 78.04%-72.3pp | 41.46%-35.7pp |
| Employer contribution / active EE | $1,523 | $2,733-44.3% | $1,924-20.9% | $4,869-68.7% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,631 | $6,571-60.0% | $4,815-45.3% | $10,133-74.0% |