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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 | $147,469 | $166,268-11.3% | $165,100-10.7% | $145,897+1.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.18% | 100.52%-84.3pp | 70.21%-54.0pp | 552.29%-536.1pp |
| Employer contribution / active EE | $2,500 | $5,284-52.7% | $4,348-42.5% | $4,663-46.4% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $860 | $16,659-94.8% | $12,696-93.2% | $13,390-93.6% |