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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 | $145,191 | $166,089-12.6% | $164,928-12.0% | $145,978-0.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 19.31% | 100.26%-80.9pp | 70.08%-50.8pp | 550.52%-531.2pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $13,500 | $6,961+93.9% | $6,034+123.8% | $6,690+101.8% |
| Admin fee / account holder | $1,320 | $16,641-92.1% | $12,684-89.6% | $13,400-90.1% |