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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 | $85,139 | $45,152+88.6% | $73,835+15.3% | $59,633+42.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 1.51% | 27.40%-25.9pp | 2268.13%-2266.6pp | 2041.40%-2039.9pp |
| Employer contribution / active EE | $2,529 | $1,901+33.0% | $2,788-9.3% | $2,203+14.8% |
| Participant deferral / active EE | $2,278 | $2,573-11.5% | $3,583-36.4% | $3,192-28.6% |
| Admin fee / account holder | $9,718 | $3,515+176.5% | $4,880+99.2% | $4,297+126.2% |