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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 | $113,569 | $78,694+44.3% | $67,652+67.9% | $125,389-9.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 0.63% | 9.46%-8.8pp | 6625.40%-6624.8pp | 282.24%-281.6pp |
| Employer contribution / active EE | $2,581 | $3,044-15.2% | $2,266+13.9% | $4,866-47.0% |
| Participant deferral / active EE | $6,097 | $4,292+42.0% | $3,560+71.3% | $5,352+13.9% |
| Admin fee / account holder | $2,184 | $7,403-70.5% | $4,821-54.7% | $9,541-77.1% |