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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 | $86,951 | $62,592+38.9% | $85,709+1.4% | $85,847+1.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 13.65% | 23.77%-10.1pp | 21.49%-7.8pp | 318.61%-305.0pp |
| Employer contribution / active EE | $5,434 | $1,755+209.5% | $2,619+107.5% | $2,565+111.8% |
| Participant deferral / active EE | $0 | $2,802-100.0% | $3,924-100.0% | $3,952-100.0% |
| Admin fee / account holder | $7,770 | $4,643+67.3% | $6,876+13.0% | $6,261+24.1% |