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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 | $102,331 | $118,875-13.9% | $96,572+6.0% | $167,553-38.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 9.96% | 50.50%-40.5pp | 37.79%-27.8pp | 478.89%-468.9pp |
| Employer contribution / active EE | $3,019 | $3,121-3.3% | $2,357+28.1% | $4,840-37.6% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,850-100.0% | $6,343-100.0% |
| Admin fee / account holder | $9,145 | $8,070+13.3% | $6,183+47.9% | $12,316-25.7% |