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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 | $77,595 | $69,515+11.6% | $86,868-10.7% | $85,856-9.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 16.91% | 20.12%-3.2pp | 63.53%-46.6pp | 318.58%-301.7pp |
| Employer contribution / active EE | $2,941 | $1,880+56.4% | $2,496+17.9% | $2,565+14.7% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,699-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,227 | $5,972-62.7% | $5,829-61.8% | $6,261-64.4% |