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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 | $78,280 | $82,674-5.3% | $125,381-37.6% | $68,486+14.3% |
| Participation rate | 88.6% | 75.1%+13.6pp | 82.4%+6.3pp | 67.9%+20.7pp |
| Annual return | 18.76% | -5.97%+24.7pp | 572.31%-553.6pp | -7.85%+26.6pp |
| Employer contribution / active EE | $5,720 | $3,382+69.2% | $4,815+18.8% | $2,597+120.3% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,516 | $6,277-44.0% | $10,007-64.9% | $5,404-34.9% |