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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 | $92,517 | $56,060+65.0% | $76,002+21.7% | $80,874+14.4% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 12.07% | 20.54%-8.5pp | 360.07%-348.0pp | 35.62%-23.5pp |
| Employer contribution / active EE | $7,058 | $1,873+276.8% | $2,688+162.6% | $2,756+156.1% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,092 | $5,237-41.0% | $6,414-51.8% | $6,935-55.4% |