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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 | $120,427 | $127,296-5.4% | $109,907+9.6% | $167,536-28.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 9.86% | 22.97%-13.1pp | 29.46%-19.6pp | 478.82%-469.0pp |
| Employer contribution / active EE | $3,533 | $3,325+6.3% | $2,844+24.2% | $4,839-27.0% |
| Participant deferral / active EE | $0 | $4,513-100.0% | $4,047-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,031 | $7,119-85.5% | $6,069-83.0% | $12,315-91.6% |