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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 | $99,726 | $91,037+9.5% | $71,671+39.1% | $147,586-32.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 17.06% | 20.48%-3.4pp | 20.65%-3.6pp | 578.59%-561.5pp |
| Employer contribution / active EE | $2,126 | $3,327-36.1% | $2,460-13.6% | $4,876-56.4% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $3,438-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,894 | $8,613-66.4% | $5,558-47.9% | $10,886-73.4% |