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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 | $74,846 | $54,380+37.6% | $68,509+9.2% | $59,633+25.5% |
| Participation rate | 98.0% | 70.2%+27.8pp | 74.7%+23.3pp | 68.7%+29.4pp |
| Annual return | 3.87% | 2.83%+1.0pp | 8.27%-4.4pp | 2041.45%-2037.6pp |
| Employer contribution / active EE | $6,863 | $1,539+346.1% | $2,278+201.3% | $2,203+211.6% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $12,630 | $3,885+225.1% | $5,275+139.5% | $4,297+193.9% |