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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 | $117,346 | $48,235+143.3% | $68,803+70.6% | $68,490+71.3% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | 125.40% | -12.70%+138.1pp | -6.37%+131.8pp | -7.85%+133.3pp |
| Employer contribution / active EE | $7,304 | $1,829+299.4% | $2,656+175.0% | $2,597+181.3% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,942-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,510 | $4,361-65.4% | $4,936-69.4% | $5,403-72.1% |