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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 | $92,657 | $53,546+73.0% | $69,884+32.6% | $68,486+35.3% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | 22.82% | -13.87%+36.7pp | 190.81%-168.0pp | -7.85%+30.7pp |
| Employer contribution / active EE | $2,264 | $2,019+12.1% | $2,560-11.6% | $2,597-12.8% |
| Participant deferral / active EE | $0 | $2,957-100.0% | $3,848-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,010 | $4,693-35.9% | $6,266-52.0% | $5,404-44.3% |