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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 | $68,463 | $58,828+16.4% | $78,002-12.2% | $62,881+8.9% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 7.27% | 17.16%-9.9pp | 425.99%-418.7pp | 20.14%-12.9pp |
| Employer contribution / active EE | $2,312 | $1,672+38.3% | $2,470-6.4% | $2,281+1.3% |
| Participant deferral / active EE | $2,152 | $2,686-19.9% | $3,497-38.5% | $3,203-32.8% |
| Admin fee / account holder | $2,096 | $4,393-52.3% | $5,481-61.8% | $4,296-51.2% |