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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 | $74,448 | $45,872+62.3% | $77,096-3.4% | $68,486+8.7% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | 7.92% | 1.73%+6.2pp | 42.35%-34.4pp | -7.85%+15.8pp |
| Employer contribution / active EE | $12,427 | $1,650+653.3% | $2,814+341.5% | $2,597+378.6% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,429-100.0% | $4,028-100.0% |
| Admin fee / account holder | $7,560 | $3,041+148.6% | $5,428+39.3% | $5,404+39.9% |