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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 | $134,970 | $113,339+19.1% | $94,993+42.1% | $147,585-8.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 41.54% | 20.77%+20.8pp | 27.12%+14.4pp | 578.57%-537.0pp |
| Employer contribution / active EE | $4,412 | $3,160+39.6% | $2,603+69.5% | $4,876-9.5% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $45,593 | $6,063+652.0% | $4,960+819.1% | $10,885+318.8% |