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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 | $86,665 | $68,878+25.8% | $120,574-28.1% | $80,935+7.1% |
| Participation rate | 100.0% | 61.7%+38.3pp | 71.9%+28.1pp | 67.7%+32.3pp |
| Annual return | 13.09% | 23.67%-10.6pp | 107.42%-94.3pp | 35.66%-22.6pp |
| Employer contribution / active EE | $4,498 | $2,065+117.8% | $3,471+29.6% | $2,757+63.2% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,996-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,731 | $5,782-35.5% | $9,445-60.5% | $6,924-46.1% |