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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 | $58,239 | $50,554+15.2% | $67,681-14.0% | $87,485-33.4% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 13.35% | 17.81%-4.5pp | 590.58%-577.2pp | 26.06%-12.7pp |
| Employer contribution / active EE | $6,456 | $1,988+224.7% | $2,678+141.1% | $2,596+148.7% |
| Participant deferral / active EE | $4,667 | $2,961+57.6% | $3,976+17.4% | $4,274+9.2% |
| Admin fee / account holder | $5,854 | $4,132+41.7% | $6,100-4.0% | $7,775-24.7% |