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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 | $166,242-12.7% | $165,071-12.0% | $145,884-0.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 19.31% | 100.44%-81.1pp | 70.17%-50.9pp | 551.85%-532.5pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $13,500 | $6,964+93.9% | $6,035+123.7% | $6,690+101.8% |
| Admin fee / account holder | $1,320 | $16,658-92.1% | $12,695-89.6% | $13,392-90.1% |