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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 | $100,446 | $117,829-14.8% | $102,423-1.9% | $145,877-31.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.63% | 31.83%-20.2pp | 29.42%-17.8pp | 551.28%-539.7pp |
| Employer contribution / active EE | $3,333 | $3,615-7.8% | $3,023+10.3% | $4,663-28.5% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,619 | $13,335-87.9% | $9,455-82.9% | $13,402-87.9% |