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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 | $62,431 | $99,994-37.6% | $146,647-57.4% | $85,851-27.3% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 17.25% | 18.93%-1.7pp | 22.75%-5.5pp | 318.63%-301.4pp |
| Employer contribution / active EE | $6,000 | $2,559+134.5% | $4,137+45.0% | $2,565+133.9% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4,301 | $7,703-44.2% | $10,281-58.2% | $6,261-31.3% |