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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 | $87,737 | $54,541+60.9% | $78,778+11.4% | $70,126+25.1% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 14.02% | 21.07%-7.1pp | 35.62%-21.6pp | 73.15%-59.1pp |
| Employer contribution / active EE | $3,846 | $1,089+253.3% | $1,986+93.7% | $2,343+64.2% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $920 | $3,709-75.2% | $5,134-82.1% | $4,645-80.2% |