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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 | $157,904 | $64,311+145.5% | $57,356+175.3% | $125,389+25.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -0.74% | 25.14%-25.9pp | 24.41%-25.1pp | 282.24%-283.0pp |
| Employer contribution / active EE | $13,161 | $3,193+312.2% | $2,689+389.5% | $4,866+170.5% |
| Participant deferral / active EE | $11,600 | $3,846+201.6% | $3,162+266.9% | $5,352+116.8% |
| Admin fee / account holder | $49,202 | $5,243+838.4% | $3,357+1365.6% | $9,541+415.7% |