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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 | $61,549 | $154,145-60.1% | $130,014-52.7% | $139,427-55.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.58% | 32.49%-16.9pp | -137.22%+152.8pp | 373.27%-357.7pp |
| Employer contribution / active EE | $6,522 | $5,290+23.3% | $4,320+51.0% | $4,752+37.3% |
| Participant deferral / active EE | $0 | $6,711-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1,359 | $14,009-90.3% | $10,616-87.2% | $11,404-88.1% |