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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 | $69,489 | $83,337-16.6% | $67,834+2.4% | $273,972-74.6% |
| Participation rate | 90.0% | 76.4%+13.6pp | 68.8%+21.2pp | 83.0%+7.0pp |
| Annual return | 2.84% | 259.45%-256.6pp | 138.47%-135.6pp | 41.46%-38.6pp |
| Employer contribution / active EE | $6,302 | $3,287+91.7% | $2,403+162.2% | $4,869+29.4% |
| Participant deferral / active EE | $0 | $4,088-100.0% | $3,160-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,137 | $6,752-23.9% | $4,622+11.1% | $10,133-49.3% |