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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 | $28,616 | $129,737-77.9% | $119,126-76.0% | $154,746-81.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 12.45% | 379.08%-366.6pp | 282.11%-269.7pp | 172.34%-159.9pp |
| Employer contribution / active EE | $4,750 | $4,375+8.6% | $4,034+17.8% | $4,379+8.5% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $3,030 | $11,961-74.7% | $10,693-71.7% | $14,365-78.9% |