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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 | $145,052 | $124,330+16.7% | $109,173+32.9% | $167,536-13.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 18.54% | 26.04%-7.5pp | 25.75%-7.2pp | 478.82%-460.3pp |
| Employer contribution / active EE | $19,000 | $4,209+351.4% | $3,723+410.4% | $4,839+292.6% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $721 | $7,974-91.0% | $6,755-89.3% | $12,315-94.1% |