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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 | $99,318 | $157,304-36.9% | $141,197-29.7% | $152,909-35.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.53% | 64.34%-42.8pp | 71.41%-49.9pp | 345.46%-323.9pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $14,013 | $7,111+97.1% | $6,710+108.8% | $5,851+139.5% |
| Admin fee / account holder | $7,824 | $12,126-35.5% | $10,265-23.8% | $11,601-32.6% |