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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 | $68,890 | $137,414-49.9% | $189,537-63.7% | $85,847-19.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 20.64% | 38.14%-17.5pp | 555.34%-534.7pp | 318.61%-298.0pp |
| Employer contribution / active EE | $2,823 | $4,344-35.0% | $6,161-54.2% | $2,565+10.0% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $10,191 | $8,630+18.1% | $12,048-15.4% | $6,261+62.8% |