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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 | $57,413 | $49,177+16.7% | $79,466-27.8% | $64,173-10.5% |
| Participation rate | 94.9% | 65.0%+29.8pp | 73.3%+21.5pp | 69.6%+25.3pp |
| Annual return | 8.83% | -1.16%+10.0pp | 718.28%-709.4pp | 7.63%+1.2pp |
| Employer contribution / active EE | $2,815 | $2,076+35.6% | $2,800+0.5% | $2,381+18.2% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,349 | $3,839-64.9% | $5,104-73.6% | $4,887-72.4% |