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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 | $166,683 | $100,811+65.3% | $86,698+92.3% | $134,545+23.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 8.25% | 29.11%-20.9pp | 35.96%-27.7pp | 418.37%-410.1pp |
| Employer contribution / active EE | $3,125 | $3,490-10.5% | $2,837+10.2% | $4,742-34.1% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $104,144 | $10,926+853.2% | $7,492+1290.1% | $11,431+811.1% |