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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 | $93,318 | $101,063-7.7% | $81,473+14.5% | $147,586-36.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 27.54% | 32.41%-4.9pp | 38.78%-11.2pp | 578.59%-551.1pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $10,850 | $4,242+155.8% | $3,537+206.8% | $5,439+99.5% |
| Admin fee / account holder | $407 | $5,812-93.0% | $4,561-91.1% | $10,886-96.3% |