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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 | $107,413 | $72,404+48.4% | $110,243-2.6% | $64,173+67.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 0.81% | -6.29%+7.1pp | 314.76%-313.9pp | 7.63%-6.8pp |
| Employer contribution / active EE | $2,456 | $2,282+7.6% | $3,827-35.8% | $2,381+3.2% |
| Participant deferral / active EE | $5,532 | $3,469+59.4% | $4,672+18.4% | $3,470+59.4% |
| Admin fee / account holder | $3,679 | $5,664-35.1% | $8,548-57.0% | $4,887-24.7% |