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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 | $89,389 | $154,193-42.0% | $130,045-31.3% | $139,466-35.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 20.13% | 32.51%-12.4pp | -137.30%+157.4pp | 373.66%-353.5pp |
| Employer contribution / active EE | $13,650 | $5,292+157.9% | $4,321+215.9% | $4,754+187.1% |
| Participant deferral / active EE | $4,282 | $6,709-36.2% | $5,820-26.4% | $6,712-36.2% |
| Admin fee / account holder | $913 | $13,989-93.5% | $10,600-91.4% | $11,409-92.0% |