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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 | $51,167 | $58,828-13.0% | $78,002-34.4% | $62,881-18.6% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 7.80% | 17.16%-9.4pp | 425.99%-418.2pp | 20.14%-12.3pp |
| Employer contribution / active EE | $2,629 | $1,672+57.3% | $2,470+6.4% | $2,281+15.3% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,177 | $4,393-50.4% | $5,481-60.3% | $4,296-49.3% |