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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 | $69,635 | $45,566+52.8% | $64,105+8.6% | $59,633+16.8% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | 1.29% | 4.95%-3.7pp | 791.24%-789.9pp | 2041.45%-2040.2pp |
| Employer contribution / active EE | $2,612 | $934+179.6% | $1,820+43.5% | $2,203+18.6% |
| Participant deferral / active EE | $6,624 | $2,057+222.1% | $2,822+134.8% | $3,192+107.6% |
| Admin fee / account holder | $1,281 | $3,268-60.8% | $4,499-71.5% | $4,297-70.2% |