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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 | $59,005 | $101,063-41.6% | $81,473-27.6% | $147,586-60.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 13.33% | 32.41%-19.1pp | 38.78%-25.5pp | 578.59%-565.3pp |
| Employer contribution / active EE | $5,667 | $3,206+76.8% | $2,568+120.7% | $4,876+16.2% |
| Participant deferral / active EE | $5,541 | $4,242+30.6% | $3,537+56.7% | $5,439+1.9% |
| Admin fee / account holder | $741 | $5,812-87.3% | $4,561-83.8% | $10,886-93.2% |