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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 | $50,863 | $47,479+7.1% | $62,929-19.2% | $82,448-38.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 12.65% | 20.34%-7.7pp | 1063.93%-1051.3pp | 41.64%-29.0pp |
| Employer contribution / active EE | $986 | $1,885-47.7% | $2,505-60.6% | $2,551-61.4% |
| Participant deferral / active EE | $1,805 | $2,870-37.1% | $3,888-53.6% | $4,139-56.4% |
| Admin fee / account holder | $7,244 | $3,804+90.4% | $5,065+43.0% | $7,234+0.1% |