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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 | $83,294 | $118,875-29.9% | $96,572-13.7% | $167,553-50.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 10.74% | 50.50%-39.8pp | 37.79%-27.0pp | 478.89%-468.1pp |
| Employer contribution / active EE | $5,769 | $3,121+84.9% | $2,357+144.7% | $4,840+19.2% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,850-100.0% | $6,343-100.0% |
| Admin fee / account holder | $4,591 | $8,070-43.1% | $6,183-25.7% | $12,316-62.7% |