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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 | $107,902 | $94,529+14.1% | $140,019-22.9% | $64,173+68.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 1.23% | 7.77%-6.5pp | 651.15%-649.9pp | 7.63%-6.4pp |
| Employer contribution / active EE | $8,132 | $3,812+113.3% | $5,605+45.1% | $2,381+241.6% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,593 | $6,741-17.0% | $10,705-47.8% | $4,887+14.4% |