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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 | $89,459 | $43,075+107.7% | $74,577+20.0% | $62,881+42.3% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 53.01% | 17.50%+35.5pp | 20.47%+32.5pp | 20.14%+32.9pp |
| Employer contribution / active EE | $2,844 | $1,498+89.9% | $2,525+12.6% | $2,281+24.7% |
| Participant deferral / active EE | $0 | $2,389-100.0% | $3,458-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,361 | $2,840-52.1% | $4,138-67.1% | $4,296-68.3% |