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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 | $86,583 | $103,038-16.0% | $90,324-4.1% | $152,909-43.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 20.21% | 95.25%-75.0pp | 78.15%-57.9pp | 345.46%-325.3pp |
| Employer contribution / active EE | $6,250 | $3,141+99.0% | $2,856+118.9% | $4,764+31.2% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $487 | $6,177-92.1% | $5,356-90.9% | $11,601-95.8% |