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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 | $45,653 | $62,583-27.1% | $76,767-40.5% | $64,173-28.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 54.14% | -1.95%+56.1pp | 2.43%+51.7pp | 7.63%+46.5pp |
| Employer contribution / active EE | $10,186 | $1,832+456.0% | $2,485+309.9% | $2,381+327.8% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,116 | $4,667-33.2% | $6,675-53.3% | $4,887-36.3% |