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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 | $130,302 | $110,379+18.1% | $102,412+27.2% | $145,884-10.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.27% | 24.84%-11.6pp | 24.94%-11.7pp | 551.85%-538.6pp |
| Employer contribution / active EE | $886 | $4,216-79.0% | $3,870-77.1% | $4,662-81.0% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $7,947 | $9,745-18.5% | $8,388-5.3% | $13,392-40.7% |