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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 | $82,431 | $55,902+47.5% | $76,030+8.4% | $80,959+1.8% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 11.65% | 20.59%-8.9pp | 361.54%-349.9pp | 35.67%-24.0pp |
| Employer contribution / active EE | $1,925 | $1,867+3.1% | $2,688-28.4% | $2,757-30.2% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,300-100.0% |
| Admin fee / account holder | $12,377 | $5,239+136.2% | $6,421+92.8% | $6,925+78.7% |