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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 | $113,415 | $166,131-31.7% | $164,975-31.3% | $145,877-22.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.07% | 100.37%-88.3pp | 70.12%-58.1pp | 551.28%-539.2pp |
| Employer contribution / active EE | $2,174 | $5,276-58.8% | $4,343-49.9% | $4,663-53.4% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $16,474 | $16,648-1.0% | $12,688+29.8% | $13,402+22.9% |