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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 | $207,526 | $100,811+105.9% | $86,698+139.4% | $134,545+54.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 1.63% | 29.11%-27.5pp | 35.96%-34.3pp | 418.37%-416.7pp |
| Employer contribution / active EE | $6,149 | $3,490+76.2% | $2,837+116.8% | $4,742+29.7% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6,622 | $10,926-39.4% | $7,492-11.6% | $11,431-42.1% |