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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 | $121,833 | $162,821-25.2% | $133,978-9.1% | $158,982-23.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 20.22% | 41.95%-21.7pp | 45.10%-24.9pp | 302.99%-282.8pp |
| Employer contribution / active EE | $3,131 | $4,976-37.1% | $3,919-20.1% | $4,763-34.3% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,684 | $11,742-77.1% | $8,930-69.9% | $11,252-76.1% |