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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 | $19,274 | $110,379-82.5% | $102,412-81.2% | $145,884-86.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 24.84%-24.8pp | 24.94%-24.9pp | 551.85%-551.8pp |
| Employer contribution / active EE | $3,046 | $4,216-27.7% | $3,870-21.3% | $4,662-34.7% |
| Participant deferral / active EE | $10,117 | $5,622+80.0% | $5,060+99.9% | $6,690+51.2% |
| Admin fee / account holder | $329 | $9,745-96.6% | $8,388-96.1% | $13,392-97.5% |