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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 | $51,184+13.8% | $66,439-12.3% | $86,983-33.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 13.35% | 17.07%-3.7pp | 757.66%-744.3pp | 25.83%-12.5pp |
| Employer contribution / active EE | $6,456 | $2,023+219.2% | $2,637+144.8% | $2,584+149.8% |
| Participant deferral / active EE | $4,667 | $2,927+59.4% | $3,876+20.4% | $4,194+11.3% |
| Admin fee / account holder | $5,854 | $4,154+40.9% | $6,173-5.2% | $7,856-25.5% |