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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 | $109,597 | $49,177+122.9% | $79,467+37.9% | $64,173+70.8% |
| Participation rate | 96.8% | 65.0%+31.8pp | 73.3%+23.5pp | 69.6%+27.3pp |
| Annual return | 9.29% | -1.16%+10.4pp | 718.30%-709.0pp | 7.63%+1.7pp |
| Employer contribution / active EE | $1,862 | $2,076-10.3% | $2,800-33.5% | $2,381-21.8% |
| Participant deferral / active EE | $1,278 | $2,821-54.7% | $3,704-65.5% | $3,470-63.2% |
| Admin fee / account holder | $21,943 | $3,839+471.6% | $5,104+329.9% | $4,887+349.0% |