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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 | $57,761 | $61,125-5.5% | $94,057-38.6% | $87,485-34.0% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 13.67% | 35.20%-21.5pp | 480.62%-467.0pp | 26.06%-12.4pp |
| Employer contribution / active EE | $3,621 | $2,136+69.5% | $2,933+23.4% | $2,596+39.5% |
| Participant deferral / active EE | $3,086 | $3,260-5.3% | $4,709-34.5% | $4,274-27.8% |
| Admin fee / account holder | $5,882 | $5,629+4.5% | $7,244-18.8% | $7,775-24.3% |