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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 | $58,687 | $50,554+16.1% | $67,681-13.3% | $87,485-32.9% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 14.17% | 17.81%-3.6pp | 590.58%-576.4pp | 26.06%-11.9pp |
| Employer contribution / active EE | $2,563 | $1,988+28.9% | $2,678-4.3% | $2,596-1.3% |
| Participant deferral / active EE | $5,079 | $2,961+71.5% | $3,976+27.7% | $4,274+18.8% |
| Admin fee / account holder | $2,963 | $4,132-28.3% | $6,100-51.4% | $7,775-61.9% |