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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 | $95,432 | $124,330-23.2% | $109,173-12.6% | $167,536-43.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.23% | 26.04%-13.8pp | 25.75%-13.5pp | 478.82%-466.6pp |
| Employer contribution / active EE | $5,500 | $4,209+30.7% | $3,723+47.7% | $4,839+13.7% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,084 | $7,974-73.9% | $6,755-69.1% | $12,315-83.1% |