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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 | $126,240 | $154,209-18.1% | $130,062-2.9% | $139,487-9.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.53% | 32.52%-15.0pp | -137.37%+154.9pp | 373.84%-356.3pp |
| Employer contribution / active EE | $2,500 | $5,292-52.8% | $4,322-42.2% | $4,755-47.4% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $773 | $13,988-94.5% | $10,601-92.7% | $11,407-93.2% |