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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 | $84,262 | $110,240-23.6% | $96,544-12.7% | $139,487-39.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 13.35% | 26.41%-13.1pp | 25.88%-12.5pp | 373.84%-360.5pp |
| Employer contribution / active EE | $6,317 | $3,622+74.4% | $2,966+113.0% | $4,755+32.9% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,851-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,007 | $11,602-91.3% | $8,254-87.8% | $11,407-91.2% |