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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 | $65,785 | $48,284+36.2% | $67,524-2.6% | $80,911-18.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 13.86% | 18.27%-4.4pp | 3519.41%-3505.5pp | 35.63%-21.8pp |
| Employer contribution / active EE | $4,338 | $2,021+114.6% | $2,734+58.7% | $2,756+57.4% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,001-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,544 | $3,688-58.1% | $4,001-61.4% | $6,935-77.7% |