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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 | $67,226 | $78,690-14.6% | $161,489-58.4% | $87,485-23.2% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 20.48% | 32.74%-12.3pp | 89.72%-69.2pp | 26.06%-5.6pp |
| Employer contribution / active EE | $5,966 | $2,588+130.5% | $4,268+39.8% | $2,596+129.8% |
| Participant deferral / active EE | $3,278 | $3,311-1.0% | $5,630-41.8% | $4,274-23.3% |
| Admin fee / account holder | $3,252 | $6,724-51.6% | $16,006-79.7% | $7,775-58.2% |