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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 | $114,690 | $51,638+122.1% | $68,368+67.8% | $82,448+39.1% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 17.51% | 37.53%-20.0pp | 292.57%-275.1pp | 41.64%-24.1pp |
| Employer contribution / active EE | $2,803 | $2,047+37.0% | $2,649+5.8% | $2,551+9.9% |
| Participant deferral / active EE | $5,594 | $2,914+92.0% | $4,123+35.7% | $4,139+35.1% |
| Admin fee / account holder | $2,719 | $4,643-41.4% | $5,150-47.2% | $7,234-62.4% |