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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 | $101,018 | $124,330-18.7% | $109,173-7.5% | $167,536-39.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 39.95% | 26.04%+13.9pp | 25.75%+14.2pp | 478.82%-438.9pp |
| Employer contribution / active EE | $3,000 | $4,209-28.7% | $3,723-19.4% | $4,839-38.0% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $4,514 | $7,974-43.4% | $6,755-33.2% | $12,315-63.3% |