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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 | $82,625 | $103,393-20.1% | $87,103-5.1% | $152,909-46.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 14.09% | 28.10%-14.0pp | 28.19%-14.1pp | 345.46%-331.4pp |
| Employer contribution / active EE | $9,107 | $3,221+182.7% | $2,521+261.2% | $4,764+91.2% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,615 | $12,195-86.8% | $7,491-78.4% | $11,601-86.1% |