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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 | $115,592 | $100,811+14.7% | $86,698+33.3% | $134,545-14.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 0.73% | 29.11%-28.4pp | 35.96%-35.2pp | 418.37%-417.6pp |
| Employer contribution / active EE | $11,558 | $3,490+231.2% | $2,837+307.4% | $4,742+143.8% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,490 | $10,926-49.8% | $7,492-26.7% | $11,431-52.0% |