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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 | $81,645 | $108,882-25.0% | $96,754-15.6% | $154,746-47.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 9.02% | 98.39%-89.4pp | 82.04%-73.0pp | 172.34%-163.3pp |
| Employer contribution / active EE | $1,364 | $3,018-54.8% | $2,679-49.1% | $4,379-68.9% |
| Participant deferral / active EE | $0 | $5,323-100.0% | $4,758-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,565 | $10,200-84.7% | $8,905-82.4% | $14,365-89.1% |