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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 | $52,754 | $117,829-55.2% | $102,423-48.5% | $145,877-63.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.10% | 31.83%-20.7pp | 29.42%-18.3pp | 551.28%-540.2pp |
| Employer contribution / active EE | $7,008 | $3,615+93.9% | $3,023+131.8% | $4,663+50.3% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,691-100.0% |
| Admin fee / account holder | $3,444 | $13,335-74.2% | $9,455-63.6% | $13,402-74.3% |