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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 | $78,859 | $126,519-37.7% | $106,201-25.7% | $145,959-46.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.14% | 225.10%-213.0pp | 116.26%-104.1pp | 561.95%-549.8pp |
| Employer contribution / active EE | $0 | $3,726-100.0% | $3,170-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $12,208 | $5,716+113.6% | $5,012+143.6% | $6,689+82.5% |
| Admin fee / account holder | $1,268 | $17,312-92.7% | $11,039-88.5% | $13,398-90.5% |