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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 | $136,016 | $76,312+78.2% | $67,221+102.3% | $158,982-14.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 7.99% | 22.77%-14.8pp | 20.72%-12.7pp | 302.99%-295.0pp |
| Employer contribution / active EE | $0 | $4,476-100.0% | $3,723-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $4,384-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,481 | $8,005-81.5% | $5,844-74.7% | $11,252-86.8% |