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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 | $137,716 | $100,805+36.6% | $86,698+58.8% | $134,532+2.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 4.04% | 29.09%-25.0pp | 35.95%-31.9pp | 418.27%-414.2pp |
| Employer contribution / active EE | $7,500 | $3,490+114.9% | $2,837+164.4% | $4,741+58.2% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $29,447 | $10,925+169.5% | $7,493+293.0% | $11,429+157.7% |