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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 | $146,881 | $176,786-16.9% | $146,643+0.2% | $167,536-12.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 17.35% | 24.04%-6.7pp | 22.75%-5.4pp | 478.82%-461.5pp |
| Employer contribution / active EE | $10,000 | $5,161+93.8% | $4,137+141.7% | $4,839+106.7% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $9,996 | $13,262-24.6% | $10,280-2.8% | $12,315-18.8% |