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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 | $111,640 | $56,200+98.6% | $67,653+65.0% | $59,633+87.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 1.07% | 18506.71%-18505.6pp | 6625.22%-6624.2pp | 2041.40%-2040.3pp |
| Employer contribution / active EE | $1,157 | $1,615-28.4% | $2,266-48.9% | $2,203-47.5% |
| Participant deferral / active EE | $0 | $2,843-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $7,358 | $3,959+85.9% | $4,821+52.6% | $4,297+71.2% |