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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 | $132,495 | $176,838-25.1% | $146,685-9.7% | $167,518-20.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 20.00% | 24.04%-4.0pp | 22.75%-2.7pp | 478.71%-458.7pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $5,271 | $6,441-18.2% | $5,507-4.3% | $6,342-16.9% |
| Admin fee / account holder | $1,000 | $13,262-92.5% | $10,281-90.3% | $12,312-91.9% |