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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 | $92,583 | $183,592-49.6% | $155,574-40.5% | $145,877-36.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.43% | 61.37%-39.9pp | 64.87%-43.4pp | 551.28%-529.9pp |
| Employer contribution / active EE | $2,485 | $5,317-53.3% | $4,676-46.9% | $4,663-46.7% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $9,061 | $19,316-53.1% | $15,914-43.1% | $13,402-32.4% |