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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 | $130,933 | $127,779+2.5% | $106,551+22.9% | $167,518-21.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 28.17% | 33.87%-5.7pp | 26.80%+1.4pp | 478.71%-450.5pp |
| Employer contribution / active EE | $8,368 | $3,427+144.2% | $2,819+196.8% | $4,838+73.0% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,398-100.0% | $6,342-100.0% |
| Admin fee / account holder | $6,194 | $11,228-44.8% | $7,408-16.4% | $12,312-49.7% |