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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 | $55,986 | $48,277+16.0% | $67,511-17.1% | $80,874-30.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 15.42% | 18.27%-2.8pp | 3517.41%-3502.0pp | 35.62%-20.2pp |
| Employer contribution / active EE | $4,797 | $2,021+137.4% | $2,733+75.6% | $2,756+74.1% |
| Participant deferral / active EE | $2,575 | $2,926-12.0% | $4,000-35.6% | $4,297-40.1% |
| Admin fee / account holder | $980 | $3,687-73.4% | $3,999-75.5% | $6,935-85.9% |