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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 | $75,026 | $55,684+34.7% | $75,900-1.2% | $72,976+2.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 36.18% | 27.60%+8.6pp | 30.73%+5.5pp | 81.02%-44.8pp |
| Employer contribution / active EE | $10,345 | $1,687+513.2% | $2,501+313.6% | $2,440+324.0% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,604-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,450 | $3,981-63.6% | $5,421-73.3% | $5,124-71.7% |